Gaps in FCA rulebook are impacting on pension freedoms
Featured in the Herald: Where does the balance sit between consumer freedom and consumer protection? Lee Halpin, Head of Technical Services at @sipp Limited, examines
Forget Brexit, try the self-investment debate
Featured in the Herald: Will self-investing be redefined under regulatory reforms? Lee Halpin, Head of Technical Services, offers his perspective as the regulator focusses on
Pension death benefits need not be taxing
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
Battering down the SIPP hatches
Featured in the Herald: With the SIPP market facing significant challenges, Lee Halpin, Technical Manager, argues there are still compelling propositions to be had and
@sipp sees sales jump
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.
The business funding opportunity hidden in plain sight
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
Business funding – what about my pension?
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
Do Investment Pathways strengthen the case for CRPs?
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.
@sipp Profit surge continues
Featured in the FT Adviser: @sipp more than doubles underlying profit for the third year in a row. With a strong start to first quarter,
Court cases highlight the danger of too much pension risk
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