Elaine Turtle, Director at DP Pensions, looks ahead to see what the twenties has in store for the SIPP sector.
With winter now upon us and Christmas fast approaching, we thought it would be a good time to update you on various matters. This newsletter includes details of some of our products and services, our stance on DB and safeguarded benefits transfers, changes to SIPP wake up packs and to the FCA register, our financial strength, illustrations and our Christmas operating hours.
The FCA focus on vulnerable customers looks to embed doing the right thing into the culture of firms, says Geoff Buck, associate director, DP Pensions.
Elaine Turtle, Director at DP Pensions, discusses the recent developments in the Brexit saga and an inevitable snap general election that led the Government to put the Sajid Javid’s Autumn Budget on hold last week to focus on getting Brexit done.
Elaine Turtle, Director at DP Pensions, discusses the FCA’s recent guidance consultation as they are keen to hear more about what firms are already doing in terms of activities, policies and processes regarding vulnerable customers.
Elaine Turtle, Director at DP Pensions, discusses a case of three brothers who held a SSAS together and were faced with a difficult decision when they were approached to sell some commercial property they owned through their pension.
Elaine Turtle, Director at DP Pensions, discusses the FCA’s proposed rules on investment pathways.
Elaine Turtle, Director at DP Pensions, discusses that for advisers and their clients, the start of the new tax year sees a number of key changes, some positive and some not so positive. The changes range from increased tax-free personal allowances, changes to inheritance tax and the buy to let regime. For those in the SIPP sector, the most important areas are…
Elaine Turtle, Director at DP Pensions, discusses how they see the next three decades panning out for the product and its providers.
With the end of tax year fast approaching, Elaine Turtle, Director at DP Pensions, reminds readers of the key things clients need to consider to avoid missing out on tax relief.