DD|hub launches a SIPP review service for advisers
The service currently includes data from AJ Bell, Barnett Waddingham, Dentons, IPM, Westerby and YorSIPP, with others being added shortly, and allows advisers to follow providers to get automated updates when things change.
Foreseeable harms – The FCA ups the ante
The latest Dear CEO letter to discretionary investment managers and stockbrokers identifies a range of concerns the FCA has in significant areas. The FCA requires firms to ensure these concerns are addressed. If you’re an adviser using a discretionary investment manager for client assets, now might be a good time to pause for thought.
