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Displaying items by tag: SSAS News

During the summer, HMRC unexpectedly began challenging Sipp providers on whether net pension contributions can be made in specie, (that is, a change of legal ownership without sell/buy transactions).
Published in Comment and Blogs
Thursday, 17 November 2016 15:03

SSAS trustees win FOS case against advice firm

The Financial Ombudsman has ruled against an advice firm over investing in an unregulated collective investment scheme.
Published in Articles
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Twice a year, every year for the last ten years, I have had the discussion with my peers about tax free cash, or to give it its correct legislative name, pension commencement lump sum, and if it will lose its tax free status in the next announcement.
Published in Comment and Blogs
Thursday, 08 September 2016 09:03

Mattioli Woods buys Sipp and SSAS firm for £2.2m

Mattioli Woods has acquired MC Trustees for £2.2 million.
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Curtis Banks Group achieved an operating profit of £1.631million and administered 67,161 Sipps in the six months to the end of June.
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2016 has been another year of consolidation in the Sipp industry, this can be seen as good or bad depending on who you are and more importantly, where the Sipps end up.
Published in Comment and Blogs
Talbot and Muir has acquired the Sipp and SSAS administration business of Attivo Group, for an undisclosed amount.
Published in Articles
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Monday, 18 July 2016 11:59

Sipp and SSAS provider bought out

Sipp and SSAS Rowanmoor Group has been bought out, it has been announced.
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I decided to try and avoid the Brexit vote for a little longer and thought the best way to do this was to run a marathon around a forest.
Published in Comment and Blogs
Wednesday, 15 June 2016 15:03

@sipp acquires Essex SSAS firm in move south

Glasgow-based SIPP provider @sipp has acquired Essex-based Alfa Trustees Limited as a part of a drive to expand in the south of England.
Published in Articles
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