It is hard to believe that the first SIPP was sold over 30 years ago. In the three decades since the first SIPP was established they have gone from being a niche product aimed at more affluent clients, entrepreneurs or small business owners to being a mainstream pension vehicle. For Elaine Turtle, Director at DP Pensions, there are 5 key things that have defined and evolved the SIPP sector which are explained here.
Retirement Planner article – Elaine Turtle: ‘Ludicrous’ tapered annual allowance must go
The current tapered annual allowance system is not working and must be reshaped in the upcoming Budget, writes Elaine Turtle, Director at DP Pensions.
https://www.retirement-planner.co.uk/238748/elaine-turtle-ludicrous-tapered-annual-allowance-must-go
SIPPs Professional article – Will the new decade be the roaring twenties?
Elaine Turtle, Director at DP Pensions, looks ahead to see what the twenties has in store for the SIPP sector.
Our latest Financial Adviser newsletter
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.
Professional Paraplanner article – What’s best practice when advising vulnerable clients?
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.
https://professionalparaplanner.co.uk/whats-best-practice-when-advising-vulnerable-clients/
SIPPs Professional article – What will be in Budget…when we get one?
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.
Financial Planning Today article – Vulnerable Clients Need Protection
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.
Retirement Planner article – Case Study: Using SSAS for commercial property
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.
https://www.retirement-planner.co.uk/237388/rp-case-study-using-ssas-for-commercial-property
SIPPs Professional article – Led up the garden path over SIPPs
Elaine Turtle, Director at DP Pensions, discusses the FCA’s proposed rules on investment pathways.
SIPPs Professional article – Happy New (tax) Year
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…
https://www.sippsprofessional.co.uk/comment-and-blogs/item/3767-elaine-turtle-happy-new-tax-year