The Latest
How to avoid the annual allowance speed trap
Karena Woodall, consultant, Mattioli Woods, looks at instances where clients can be inadvertently caught out on their pension accumulation journey
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Technology profile: Nick Eatock, executive chairman, Intelliflo
Rob Kingsbury spoke to Nick Eatock, executive chairman, Intelliflo, about how back-office technology is developing using gaming software and the technology company’s plans for overseas expansion
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Percival highlights key areas in Defined Benefit Transfers suitability
With the Financial Conduct Authority (FCA) continuing to find problems in the DB transfers market, Rory Percival provides an update on the policy developments, the FCA’s thinking and potential for new rules to come in
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Firms with pension transfers permissions can expect to hear from the FCA
Risks brought in by pensions freedoms are under the FCA spotlight as the regulator carries out the final element of its four phase transfer advice supervisory project, says ATEB Consulting’s Steve Bailey
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Staying compliant when using cloud services
ATEB Consulting’s Steve Bailey looks at the FCA’s latest guidance and what it means practically for firms The FCA has updated its guidance for firms outsourcing to the ‘cloud’ to … Continued
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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
