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Nov 15 2018

Berkeley Burke loses landmark Case

SIPP provider Berkeley Burke has lost the high court judicial review case it brought against the Financial Ombudsman Service (FOS). This dispute relates to a 2014 FOS decision which ruled against Berkeley Burke for failure to carry out adequate due diligence in respect of its client’s investment in Sustainable AgroEnergy... read more →
Aug 10 2018

SIPPs become advisers’ most wanted product

Self-invested personal pensions (SIPPs) have overtaken annuities and drawdown to become the most desired product for advisers on investment platforms. New research conducted by consultancy CoreData Research asked nearly 1,000 UK financial advisers which products and services they hoped to see on platforms. The survey found that: 25% of advisers... read more →
Aug 09 2018

Law firm issues 500 cases against Liberty Sipp

Law firm Anthony Philip James & Co (APJ) has issued 500 cases to the Financial Ombudsman Service (FOS) against Liberty Sipp. On behalf of clients who lost money when investing with Liberty Sipp, the cases relate to mis sold SIPPs. The total value is £18million. The solicitors hope to get their clients compensation... read more →
Aug 07 2018

Pension transparency inquiry launched

The Work and Pensions Committee has launched an inquiry into pension charges and transparency. The inquiry aims to find out if savers have a clear understanding of charges and investment strategy and if they are getting good value for money. Advice will also be looked at to ensure it is... read more →
Jun 09 2018

FCA grilled by MPs over supervising SIPP providers

The FCA has been asked by MPs about the repercussions SIPP providers face if they fail to meet the regulator's due diligence expectations. MP Frank Field - also the work and pensions select committee chairman - sent a letter to the FCA raising concerns about SIPPs in relation to defined... read more →
Jun 06 2018

SIPP firm faces claims regarding unregulated introducers

SIPP administrator Guinness Mahon Trust Corporation faces five alleged claims that it worked with unregulated introducers to facilitate non-standard investments. The claims have been issued by law firm Anthony Philip James & Co after five claimants said their investments were not suitable for their needs. The investments took place between 2013... read more →