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.
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.
A FCA consultation proposed expanding the pool from which the FSCS draws the funds it uses to pay compensation. It proposed that 25% of the levy on financial advisers be paid by the providers of pension products. Results are in… providers to pay!