Stay up to date with news from around the company, topical thoughts on the subjects of SSAS, SIPP and Family Pension Trusts, pension regulations and the industry.
Investment due diligence: focus on the wood, not the trees
The degree of investment flexibility offered by SIPP operators is wide and varied and given some recent investment failures is creating a debate about just what responsibilities lie with the operators, in particular those who permit non mainstream investments.
18 May 2012
Allocation of investment return within the Family Pension Trust
We regularly deal with queries relating to the reallocation of investment return between members of a Family Pension Trust. This article explains more about the structure of a Rowanmoor Pensions Family Pension Trust scheme and summarises our opinion on the retrospective reallocation of investment return between members.
18 May 2012
Individual retirement options with specialist support
Recent NAPF research in February this year showed a lack of faith in the pension system and to many this may come as no surprise. How do we begin to re-educate, and instil confidence in those for whom retirement is not necessarily something to look forward to?
23 April 2012
Examining loanbacks
Recent press articles appear to validate the renewed interest in the loanback facility of the SSAS. Whilst there is no ‘one size fits all’ solution when it comes to choosing which type of savings vehicle to use, this little known, or perhaps under used, feature, is where the SSAS comes into its own.
27 March 2012
