INTELLIGENCE ZONE
2007 ARCHIVE
December 2007
Professional Pensions - SIPP panel
November 2007
Article written by John Moret on the sources of potential SIPP market growth and the 'suitability' of SIPPs.
Reproduced by kind permission of Financial Planner magazine.
Laverne Hadaway provides commentary on the current SIPP market, including the new Suffolk Life MasterSIPP.
Reproduced by kind permission of Money Management.
October 2007
Professional Pensions - SIPP Panel - Wish list
The panel, including John Moret, discuss the increase in demand for direct SIPPs, middle-way products and providing web-based services.
Pensions Management - Head to Head - SIPP regulation
Six months on, what has been the impact of SIPP regulation? John Moret and John Lawson discuss.
September 2007
Pensions Management TAS Awards - Winner's profile
Judges' editorial comments on why we won the SIPP category at the Pensions Management TAS Awards on 26 September.
August 2007
Professional Pensions - SIPP Panel - IFAs - A dying breed?
The panel, including John Moret, discuss SIPP distribution and IFAs, alternatively secured pension rules and whether SIPP clients will benefit from wraps.
July 2007
Pensions Management SIPP survey
Survey of over 50 SIPP products, sponsored partly by Suffolk Life.
Pensions Management - School for SIPPs
Article written by John Moret in which he summarises the developments which have taken place at Suffolk Life in the first year of simplification. The article also looks at the future of the SIPP market and the factors which could influence growth.
Financial Planner - SIPPs planning and the new regulatory environment
Article written by John Moret which looks at SIPP providers post regulation, the expansion in SIPP business and the complexities that can arise in administering SIPPs.
Reproduced by kind permission of Financial Planner magazine
June 2007
Professional Pensions - SIPP Panel - Business as usual
The panel, including John Moret, discuss how providers fared after A-Day, how the market is dividing and circumstances where taking maximum drawdown is appropriate.
Retirement Planner - Inquiry
The SIPP inquiry looks at the impact of regulation on the SIPP market and how advisers think the market will develop. Also includes an article written by John Moret - In for the long run - giving his views on the results of the inquiry.
May 2007
Asset.tv viewpoint - SIPP debate
John Moret participates in online debate. Topics discussed include regulation, investment decision making, suitability, collectives, charges and service.
Retirement Planner - Change your ways
Article written by John Moret which looks at the changing responsibilities of SIPP providers following the introduction of the new regulatory regime.
April 2007
Professional Pensions - SIPP Panel - All about the client
The panel, including John Moret, discuss SIPP regulation, service, SIPPs post-75 and addressing client needs.
Pensions Age SIPP roundtable
SIPPs: What does the future hold? The panellists debate the current state of SIPPs, the impact on the SSAS market and whether regulation will change the SIPP market.
Money Marketing TV
John Moret participates in an online interview on SIPP regulation with journalist James Salmon as part of the Money Marketing TV programme. Please click on 'Mortgage regulation - next big issue for IFAs' once you have followed the above link.
Opportunity knocks
John Moret looks at what the future holds for providers and advisers in an article from Money Management's SIPP supplement.
Money Management SIPP supplement
Annual SIPP supplement from Money Management containing an article written by John Moret amongst others.
February 2007
Retirement Planner SIPP roundtable
Panel discussion focussing on how the industry is preparing for regulation and asking what will happen to those providers who do not get regulated.
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DISCLAIMER
The information on this page is for advisers only and should not be relied upon by individuals.