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February 2024: Month in review with news editor Sahar Nazir

This February witnessed several significant developments in the advice sector. Regulatory scrutiny and enforcement including notable actions taken by The Pensions Ombudsman and the Financial Conduct Authority (FCA) came into the spotlight as well as the impending abolition of the lifetime allowance (LTA). ....

Rowanmoor Trustees , Pensions Ombudsman , Consumer Duty , Month In Review ,

WBR to reregister Rowanmoor SSAS book after Ombudsman ruling

WBR Group (WRB) is set to register the Rowanmoor small self-administered scheme (SSAS) book to its in-house operation WBR Trustees from Rowanmoor Trustees after The Pensions Ombudsman’s (TPO) decision put the latter’s long-term viability in doubt. ....

United Kingdom , Wbr Group , Rowanmoor Trustees , Rowanmoor Executive Pensions , Artin Tilley , Rowanmoor Trustees Limited ,

Rowanmoor Personal Pensions declared failed by the FSCS

The Financial Services Compensation Scheme (FSCS) has declared self-invested personal pension (SIPP) provider Rowanmoor Personal Pensions as failed. ....

Christopher Allen , Adam Stephens , Rowanmoor Trustees , Westbridge Group , Financial Ombudsman Services , Professional Adviser , Rowanmoor Personal Pensions , Iscs , Financial Services Compensation Scheme , Ailed Firms ,

Rowanmoor Personal Pensions enters administration

Rowanmoor Personal Pensions Limited (RPPL) has entered administration, the Financial Conduct Authority has announced today (31 August). RPPL is a self-invested personal pension (Sipp) operator authorised and regulated by the FCA. It also an operator of Family Pension Trusts (FPT). ....

Chris Allen , Adam Stephens , Rowanmoor Personal Pensions Limited , Rowanmoor Trustees , Financial Conduct Authority , Financial Ombudsman Service , Family Pension Trusts , Evelyn Partners , Rowanmoor Trustees Limited ,