James Hay bosses say they are focused on “getting the basics right” on service but acknowledged there was “some way to go”, as the firm reported an adjusted operating profit £7.1 million.
A new drawdown comparison table has been created to show both Personal Pensions and Sipps.
James Hay is overhauling its charges, it revealed this morning, with some fees set to be axed and a new structure established.
Talbot and Muir has changed its data capture process after HMRC ramped up its due diligence.
Fergus McDiarmid, Partner and Property in Pensions Team Lead at Scottish law firm Morton Fraser, writes about why he believes the Sipp sector is showing resilience in difficult times.