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An adviser firm’s due diligence on any Sipp provider it currently has exposure to, or wishes to recommend to clients for the first time, is crucial. That due diligence should reveal that providers still come in many shapes and sizes but that not all are tarred with the same brush. ....
Embark service issues sees advisers vote with their feet If you do not have good customer service, then advisers will vote with their feet. This is exactly what materialised with Embark’s service issues. Several people have suggested to Money Marketing that the company has been struggling to provide a ....
My reporting life at Money Marketing can be summed up in two words: defined benefit pensions and Sipps. The latter was shaped by the Carey Pensions court case that dragged on for more than four years. ....
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