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SIPP provider Curtis Banks is to promote deputy chief executive Will Self to CEO in January as current CEO Rupert Curtis steps to take up a new "active" role as Founder and Senior Adviser.
The FCA recently published its final report on the Retirement Outcomes Review which has some interesting ideas to improve the experience of non-advised consumers, but some of the areas could cause difficulties for the SIPP sector.
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Mattioli Woods, the wealth management and SIPP provider, has reported full year revenue up 16.2% to £58.7m with pre-tax profit rising by 27.3% to £9.8m compared to 2017.
A survey of around 400 financial advisers has found “huge variations” in the way firms carry out an initial ‘triage’ process when clients ask about pension transfers.
IFG’s James Hay Sipp and platform business had a good half year with ‘robust’ performance.
A document, released under freedom of information laws, has shown The Pensions Regulator has called on pension schemes to cut transfer values.
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