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
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
In the last 18 months, we have seen an enormous increase in our clients using their SIPPs to purchase Commercial Property. Whether that be their
Welcome to our first blog of 2019. Not sure if it’s still appropriate to say happy new year but, as we are still in January,
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
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
A month has now passed since Justice Jacobs gave his judgement in the case between Berkeley Burke and the FOS. But as the dust settles,
We have recently been talking a lot about using pensions as a means of funding. Judging by the comments I have received on LinkedIn, this
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
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