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  • Understanding PRIIPS – what this new regulation means for paraplanners

    4 April 2018

    Ulf Herbig, Product Owner at KNEIP looks at what paraplanners need to understand about PRIIPs and the challenges posed by the regulation which came in earlier this year.   The new Packaged Retail and Insurance-based Investment Products (PRIIPs) regulation has brought into focus, amongst others, the issue of transaction cost calculation. The regulation aims...

  • 5 minutes with… Rory Percival

    3 April 2018

    This issue’s Q&A is with ex-FCA technical specialist, Rory Percival. Rory now runs his own consultancy focussed on professionalism and compliance in the advisory market. We asked him about his views on paraplanners, professionalism, file review and suitability (Rory is a confirmed speaker at our Exeter and Birmingham Technical Insight Seminars – we also...

  • Technical: Compliance with HMRC in SIPP connected tenant rent reviews

    27 March 2018

    John Keenan, corporate development manager, Xafinity SIPP & SSAS looks at the importance of ensuring connected tenant rent reviews are always on a ‘commercial basis’ to ensure compliance with HMRC. Many SIPP & SSAS pension scheme properties have ‘connected party’ tenants, in our portfolio it is just over half, and it is easy for...

  • FCA publishes much awaited pensions transfers policy paper

    26 March 2018

    The FCA has published its Policy Statement on Advising on Pension Transfers (PS18/6), providing its final rules and guidance on this area. It is consulting further on issues such as contingent charging and the requirement for a suitability report to be provided regardless of the outcome of advice. The 26-page report (including annexes) can...

  • Govt DB pension governance proposals need to get the balance right

    22 March 2018

    The government has published its highly anticipated Defined Benefit Pension Schemes paper, designed to strengthen and better protect DB pension schemes and explore options to improve confidence in the system.  There are currently around 11 million people in DB schemes in the UK, with £1.5 trillion held under management. In Protecting Defined Benefit Pension Schemes,...

  • Value of SIPP/SSAS property purchases up 38%

    21 March 2018

    Xafinity SIPP/SSAS, part of pension specialist Xafinity Punter Southall, has reported a jump in the number of investors turning to commercial property investments and the value of those transactions. The firm said 178 commercial property transactions were completed in 2017. The total value of the properties was £62.3m, marking a 38% increase in value on...

  • FSCS ‘best practice’ proposal gets provider backing

    20 March 2018

    Aegon has backed the development of ‘best practice’ communications material by the Financial Services Compensation Scheme (FSCS) to provide consumers with a better understanding of the protection the scheme offers. The pension specialist said an industry best practice standard will create “greater consumer confidence” in retirement products and advice. Aegon’s support follows the results...

  • Cold call ban set for June should be beginning of ‘onslaught’ on pension scammers

    8 March 2018

    The Government has said a ban on pensions cold calling will come into force by June 2018. But industry commentators say this should just be the beginning of the campaign against pension scammers.  If the Secretary of State has not implemented the ban by this date this will need to be explained to Parliament,...