After months of lockdowns and holidaying in the UK, you’ve just booked your dream holiday abroad. Now all that’s left to do is a little shopping around online to find the best deal on flights. Suddenly you stumble across a great deal; “£120 for a return flight with a no thrills airline?” you say. “Sign…
Edition 5 of The Loop is out now! This edition is a Pension Awareness Week special, focusing on the importance of ensuring a healthy fund for retirement. From the benefits of saving early to some shocking statistics around the pensions gender gap, this one is definitely an eye opener. Elsewhere, we look at some exciting…
Chris Perry, Operations Manager for PSG SIPP, took some time out of his very busy day to explain the difference between International and ‘Standard’ SIPP’s. International SIPP –or – ‘standard’ SIPP, what’s the difference? Arguably, there are no differences and certainly we find the moniker ‘International’ can be unhelpful and misleading. From a regulatory perspective,…
In specie transfers can often throw up lots of challenges for us, the adviser, and the ceding scheme, resulting in unnecessary back and forth between all parties. We asked Kate Tudor, who handles in species transfers for PSG SIPP, to discuss what’s involved in managing these on behalf of our clients and what pitfalls we…
Investments are a huge part of what we do here at PSG SIPP. Just like organising a transfer from a Receiving Scheme, it can sometimes require a lot of back and forth between us, the client’s Adviser and the investment provider. We asked our investment expert, Meg O’Beirne to discuss what’s involved in establishing investments…
The UK is one of the most developed countries in the fight against financial crimes including fraud, money laundering, and terrorist financing. Strict and advanced UK Anti-Money Laundering (AML) laws are in place to detect such crimes and to prevent the use of professional services for conducting criminal activity. Financial institutions that don’t comply with…
We’ve recently put out some communications that aims to Debunk Common Myths about the pension transfer process from a Transferring Scheme into a PSG SIPP scheme, including what we are able to do and what everyone’s duties are. Taking this a step further, we’ve now put together this neat little infographic which aims to give…
We’ve debunked some common myths around the pension transfer process from a Transferring Scheme into a PSG SIPP scheme in support of our new Policy and Guide which has been designed to help our trusted advisers and their respective clients better understand what everyone’s duties are in this process. Myth 1: PSG SIPP is a…
The coronavirus (covid-19) pandemic has impacted all aspects of society and its effect on global economies has been unprecedented in modern times. Naturally many of our advisors and their clients will be concerned about what exactly this all means for their own financial security and retirement. A number of UK industry regulators have collaborated in…
As someone who has worked in various marketing roles for over 10 years now, I increasingly find myself asking; does anyone outside of marketing really care about what I do? Over this time, I’ve attended every kind of marketing event conceived and they all promise new and creative ways to retain and drive new business.…