The Latest
When and how clients can take their pension lump sum
John Keenan, Xafinity SIPP & SSAS, examines the rules that apply to pension lump sums and how they can be accessed efficiently by clients.
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Cathi Harrison’s The Art of Finance brings fresh approach to way FS attracts and develops new talent
Cathi Harrison’s new launch, The Art of Finance, looks to break the mould for attracting new talent to FS, starting with paraplanning
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Regulatory consultations are interesting in a number of ways
Part of my thought process when considering consultations is, what questions should the regulator have asked, and why didn’t they? says Gareth James, head of technical resources at AJ Bell
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Carrying out a SIPP book migration
Where industry consolidation means a SIPP book is with a provider an adviser would not have chosen, a migration may be necessary but the process is not always easy.
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MiFID II and the challenges of providing aggregated costs and charges statements
Steve Bailey of ATEB Consulting looks at the rules around aggregated costs and charges arising from MiFID II.
Featured
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SIPP property purchase with gearing
Paul Darvill, director, Talbot and Muir highlights the rules around property purchase through a SIPP and the tax advantages in doing so
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Tangible Moveable Property – what you can and can’t hold in SIPPs
Geoff Buck of DP Pensions, explains the rules around Tangible Moveable Property and why SIPP operator’s err on the side of caution
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Buying a business using SIPP & SSAS pension schemes
Can your client’s pension help them buy a business? Jeff Steedman, head of Business Development, Xafinity SIPP & SSAS, looks at the process and the pros and cons involved
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Discrepancies in how HMRC deals with errors
You’d expect broad consistency in how HMRC allows errors to be fixed. Wouldn’t you? Gareth James, head of technical resources at AJ Bell, looks at the different handling of pensions and ISA errors
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How many hats can a regulated Supervisor wear?
The role of regulated supervisor is a complex one which requires support, especially for those new to the role, says Apricity MD Cathi Harrison
