Company news, industry updates and key insights about our ongoing improvement and innovation. All the information you need to stay one step ahead of pensions changes.
New transfer service is backed by strong Irish pension knowledge and experience. We are pleased to announce the launch of a new Irish Transfer Service, enabling Irish expatriates and people with Irish pension benefits to consolidate Irish, UK or other overseas pension benefits into a SIPP. With the ability to transfer into the Adviser SIPP...
With the Covid-19 pandemic affecting personal finances, 2020/21 has been a tough financial year for many. Lots of people in the UK are now paying extra attention to their finances and thinking seriously about their financial future. With this in mind, many of us had been eagerly awaiting the UK Government's Spring Budget, hoping to...
Client demand for accessing products and services online is transforming the industry with the impact of COVID-19 speeding up the digital transformation and helping to reduce costs and risks for providers. Technology will still need to be combined with high standards of personal service creating an opportunity for providers and advisers to demonstrate the value...
Portal enables SIPP applications to be completed in minutes We are delighted to announce the launch of our Adviser Portal as we continue the technological transformation focused on innovation in the SIPP market to support advisers and their clients. The new Adviser Portal enables advisers to complete the SIPP application process within minutes in contrast...
Our recent adviser research has revealed that younger clients are increasingly demanding technological improvements from Self Invested Personal Pension (SIPP) providers as the market expands. Over three-quarters of advisers said that younger generations of clients regard technological investment as a significant consideration when choosing a pension provider, adding to the already significant push towards technologically...
The term 'financial wellbeing' is gaining a lot more attention in today's world and as pension administrators, it is essential that we contribute to improving people's sense of financial wellbeing when it comes to their pension. That’s why every year, we take part in Talk Money Week, an annual campaign aimed at encouraging the whole...
Our recent study around trends in SIPP provision has revealed that increased investment in technology should be a key consideration for SIPP providers. The nationwide study among over 100 advisers found widespread support for investment in technology by providers as a positive for expanding the SIPP market over the next three years with research highlighting...
Technology enhanced pension consolidation and portfolio access We are delighted to announce the launch of The Platform SIPP, the first in a series of technology-led pensions solutions designed to provide advisers and their clients with transparency, control, and choice. The Platform SIPP, which is available to UK and non-UK residents, underlines our drive for innovation...
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