June 2010

Investment Adviser - Reasons for further optimism
John Moret talks about advisers' increasing demand for private equity vehicles.

 

May 2010

Money Marketing - Sipps with everything
John Moret discusses SIPP popularity and the predictions he made for the industry 10 years ago.

Money Marketing - Pension article
John Moret warns that the FSA may be focusing too much on the cost of pension wrappers - and not enough on the performance of the assets within them.

 

March 2010

Investment Adviser - Unscrambling the pensions nest-egg
Claire Brooks discusses the anti-forestalling measures, tax charges and tax benefits of a SIPP.

Pensions Management - Head to head
John Moret and Andy Bell debate what influences have driven the SIPP market in the last 20 years.

 

February 2010

Investment Adviser - SIPP supplement
John Moret talks about the possibility of holding unquoted shares and private equity within SIPPS and bringing the vehicles into the workplace.

Money Marketing - Online
John Moret discusses the lack of client understanding of increased longevity.

Moneyfacts - SIPP supplement 
Claire Brooks highlights the importance of due diligence when selecting the most appropriate SIPP provider for clients.
A copy of our due diligence document is available from our literature library.

IFA online - SIPP debate
John Moret and other industry spokespeople debate SIPPs. How much further can the SIPP market grow? Many of the top-end clients, for whom they are an appropriate vehicle, will have already moved into SIPPs, and a proliferation of wrap platforms offer an alternative to those that have not.