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Curtis Banks to get new CEO as Rupert Curtis steps aside

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.
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Mattioli Woods profits up 27% as firm targets further acquisitions

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.
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SIPP provider James Hay posts ‘robust’ figures

IFG’s James Hay Sipp and platform business had a good half year with ‘robust’ performance.
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‘Huge variations’ in how firms ‘triage’ pension transfers

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. 
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TPR calls on pension schemes to slash transfer values

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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  1. Sipp provider reports 214% profits boost
  2. Charging structures ‘like jigsaw puzzle for many direct investors’
  3. Financial Planner's new book exposes investments truths
  4. Nearly 60% of SIPP complaints upheld by FOS as cases increase

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Features Article Count:  4

Insight & Analysis Article Count:  3

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