Pensions - SIPP (Post A-Day)

Below is a selection of our most recent updates on this subject.

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FSA Consultation - SIPP Key Features And Hidden Charges

The FSA has published its latest Quarterly Consultation, CP 12/5 which amongst other matters considers the need for SIPP administrators to issue Key Features Illustrations and disclose third party fees and commissions received.
Tuesday, March 13, 2012

HMRC Issue Sa 970 Tax Return Reminder

HMRC have issued a reminder to trustees of registered schemes who need to complete a self assessment tax return (SA 970)in relation to taxed investment income, any taxable income or chargeable gains.
Wednesday, November 16, 2011

FSA Set Out New Product Disclosure Requirements For Pension Plans

The FSA has set out its proposed changes to the product disclosure rules, effective from 31 December 2012, to reflect the RDR Adviser Charging provisions
Tuesday, November 15, 2011

FSA To Introduce New Product Disclosure Requirements For Sipps

The FSA will require all SIPP providers to produce key features illustrations for most SIPP assets and to disclose whether or not they receive commissions and/or retain bank account interest on money held within the SIPP.
Thursday, February 10, 2011

Amps And ABI Issue Good Practice Guide For Providers

The Association of Member Directed Pension Schemes and the Association of British Insurers have issued a joint 'Good Practice' note for SIPP providers.
Monday, November 23, 2009

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