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Sipps

UK IFA ordered to undo ‘inappropriate’ illiquid investments

Tax & Regulation | 30 Jun 16

UK IFA ordered to undo ‘inappropriate’ illiquid investments

A UK advisory firm must compensate a client it advised to give up a guaranteed cash sum and annuity rate to invest in illiquid storage units, the Financial Ombudsman Service (FOS) has ruled.

Sipp providers need to simplify charges, say experts

Commodities | 29 Jun 16

Sipp providers need to simplify charges, say experts

Providers of self-invested personal pension schemes (Sipps) need to simplify their charging structures to make it easier for financial advisers to compare products, experts in the industry have said.

Sipp provider European Pensions goes into administration

Retirement | 23 Jun 16

Sipp provider European Pensions goes into administration

European Pensions Management (EPM), a UK-based self-invested personal pension (Sipp) provider with over 6,000 customers, has formally entered insolvency proceedings under the special administration regime.

L&C to fund new acquisition with management buyout

M&A Deals | 20 Jun 16

L&C to fund new acquisition with management buyout

Qrops provider London & Colonial (L&C) is planning a management buyout of its business in order to help fund new acquisitions, the company has confirmed.

Qrops specialist Momentum launches free transfer UK Sipp

Companies | 16 Jun 16

Qrops specialist Momentum launches free transfer UK Sipp

Malta-based pension specialist Momentum Pensions has launched a self-invested pension product (Sipp), giving the firm’s 5,000 expat clients the option to switch their Qrops, for free, into a Sipp, should they decide to move back to the UK.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.