He has developed extensive experience and knowledge across all aspects of SIPPs including FCA and HMRC rules, drawdown and investments. Frequent dealing with financial advisers has built his understanding of their industry and needs.
Andy’s clients are principally financial advisers across the UK. He also deals with those involved with firms’ panel selection, other professionals, including at our panel investment providers, and media.
After you have received your annual SIPP statement it's a good time to review your pension arrangements and possibly make some adjustments.
Owning listed properties can come with additional complications. However, these are not insurmountable, even in a self-invested pension.
As the FCA announce a major policy statement on improving the quality of pension transfer advice, we take stock of the situation, look past incendiary headlines and find positive signs in an important area.