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Pensions

FOS upholds complaint against Options Pensions over SIPP due diligence failure

Pensions

FOS upholds complaint against Options Pensions over SIPP due diligence failure

Investment in unregulated Spanish business

clock 04 February 2025 • 2 min read
FOS favours Pathlines Pensions SIPP clients in first post-rebrand cases

Pensions

FOS favours Pathlines Pensions SIPP clients in first post-rebrand cases

SIPP operator failed to carry out due diligence, FOS finds

clock 17 January 2025 • 2 min read
SIPP saga continues - FOS upholds four more complaints against Options Pensions

Pensions

SIPP saga continues - FOS upholds four more complaints against Options Pensions

Complaints continue at what was formerly Carey Pensions

clock 23 December 2024 • 4 min read
Government publishes Pensions Investment Review interim report and launches DC and LGPS consultations

Pensions

Government publishes Pensions Investment Review interim report and launches DC and LGPS consultations

Report published as Reeves delivered inaugural Mansion House speech

clock 15 November 2024 • 4 min read
Partner Insight: Embracing the future of retirement planning

Retirement

Partner Insight: Embracing the future of retirement planning

clock 31 October 2024 • 2 min read
Labour scrapping higher rate pensions tax relief is 'politically unlikely'

Pensions

Labour scrapping higher rate pensions tax relief is 'politically unlikely'

Despite being ‘potentially lucrative’

clock 30 September 2024 • 4 min read
Failed Hartley Pensions clients face months-long SIPP transfer document delays

Pensions

Failed Hartley Pensions clients face months-long SIPP transfer document delays

Frustrated client notes that communications were promised from April to June

clock 29 August 2024 • 3 min read
British Steel pensions transfer advice debacle in numbers

Pensions

British Steel pensions transfer advice debacle in numbers

‘The FCA continues to pursue those who gave poor advice’

clock 29 July 2024 • 3 min read
SIPP clients remain comfortable taking risk at Hargreaves Lansdown

Pensions

SIPP clients remain comfortable taking risk at Hargreaves Lansdown

Global equity funds dominating in SIPPs, Hargreaves Lansdown finds

clock 10 July 2024 • 2 min read
Joint administrators begin transfer process for Hartley SIPP clients

Pensions

Joint administrators begin transfer process for Hartley SIPP clients

Comes after the SIPP operator was declared in default by FSCS

clock 05 April 2024 • 1 min read
123
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Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
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