Featured in the Herald: Will self-investing be redefined under regulatory reforms? Lee Halpin, Technical Manager, offers his perspective as the regulator focusses on consumer protection.
Featured in Retirement Planner: Lee Halpin, Technical Manager, discusses the importance of expression of wishes and presents the most common pitfalls, in relation to death
Featured in FT Adviser: Self-invested personal pension (Sipp) and small self-administered personal pension (Ssas) provider @Sipp reported an increase in sales in the first half of 2018.
Featured in Professional Adviser: Lee Halpin, Technical Manager, suggests advisers might be able to unlock opportunities within their existing client bank by presenting the possibility
Featured in the Herald: Could your pension pot provide a business funding solution? Eddie McGuire, Managing Director, explains how can be possible, as well as
Featured in Sipps Professional: Lee Halpin, Technical Manager, explains why the FCA intention on improving retirement outcomes for non-advised clients might actually be relevant to advisers.
Featured in the Herald: Should SIPP operators be held accountable for their clients’ failed investments? Lee Halpin, Technical Manager, suggests that increased provider responsibility doesn’t
Featured in the Herald: Lee Halpin, Technical Manager, examines the reasons behind investment platform growth and considers competing forces currently affecting the industry.