Sipps
Best Practice | 25 Jan 18
Serial complainer loses AJ Bell ombudsman case
The Pensions Ombudsman has not upheld a complaint from a client and ex financial adviser accusing AJ Bell of poor service, negligence, maladministration and misconduct, which saw the investment firm take the “unprecedented decision” to end its relationship with him.
Best Practice | 24 Oct 17
Half of Sipp complaints upheld
The UK Financial Ombudsman Service (FOS) has upheld half of the complaints it received about self-invested personal pension schemes (Sipps) so far in 2017/18.
Two Sipp providers partner with platform for worldwide push
Guernsey-based platform Momentum Wealth International has partnered with two well-established expat-focused pension providers, Edinburgh-based Forthplus and the unrelated, multi-jurisdictional Momentum Pensions to give a worldwide push for customised versions of their self-invested personal pension schemes.
Private bank courts advisers with Sipp launch
Edinburgh-headquartered private bank Hampden & Co has started lending to self-invested personal pension schemes (Sipps) as part of its offering to advisers.
Vanguard and Sharia added to Momentum range
Advisers and client will be able to choose passive, ethical and Sharia investments and include Vanguard funds in their Sipp after Momentum Pensions expanded its offering.