Will it be flush or bust for investment platforms in 2018?
Featured in the Herald: Lee Halpin, Technical Manager, examines the reasons behind investment platform growth and considers competing forces currently affecting the industry.
Three pension cheers for 2018
Featured in the Herald: Lee Halpin, Technical Manager, highlights three possible pension consumer protection measures coming up in 2018 and explains what they could offer
Will guidance shake-up help plug the advice gap?
Featured in the Herald: Lee Halpin, Technical Manager, examines whether the replacement of Money Advice Service, the Pensions Advisory Service and Pension Wise by a
Bold decisions needed for progress in FCA pension review
Featured in Financial Planning Today: Lee Halpin, Technical Manager, @sipp, examines whether the recent FCA Retirement Outcomes review has gone far enough and what may
Which SIPP operators are rising to the challenge in 2017?
Featured in Retirement Planner: Lee Halpin, technical manager at @sipp, highlights three business areas specialist providers might be challenged on in the next 12 months and suggests that a
New growth strategy yields profits surge at Glasgow based @sipp
New business results for 2016 show profits increased by 260% Total sales for same period increased by one third
@sipp expands business in the South West
New business development manager appointed. @sipp, the self-invested pension provider, has today outlined its plans for growing the business in the South West of England,
Regulatory consultation on defined benefit schemes can’t come soon enough
Featured in the Herald: Eddie McGuire suggests, given the significance of the pension freedom reforms, advisers need greater certainty in relation to the regulator’s pension
Is a DB transfer thematic review on the horizon?
Featured in Retirement Planner: Lee Halpin suggests while the regulatory scrutiny of DB transfers may yet continue to intensify, this may be a good thing
Learning to love due diligence
Featured in Adviser Business Review: Lee Halpin, technical manager, explains the motivations behind the publication of @sipp’s due diligence guide, produced in partnership with the