On Monday 8th July 2019, our Tees Valley office is moving to: Dakota House 25 Falcon Court Stockton on Tees TS18 3TX There are no changes to phone or fax numbers.
July 8th, 2019
At a glittering ceremony at HAC London last night, we were delighted to be awarded ‘Highly Commended’, just missing out on winning ‘Best SIPP Provider’ in what was reportedly a closely fought category. We are thankful to the advisers who Read more
June 27th, 2019
HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source Master Trusts supervision Managing Pension Schemes service Guaranteed Minimum Pension (GMP) equalisation – HMRC working group Telling HMRC about pension tax charges on Read more
June 26th, 2019
HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source Consultation on the transposition of the Fifth Money Laundering Directive Managing Pension Schemes service – user research We have placed a link to Read more
May 29th, 2019
Please note our new office hours will change to 9 am to 5 pm Monday to Friday, with effect from 3rd June 2019.
May 23rd, 2019
Moneyfacts Magazine have today announced details of finalists at the Investment, Life & Pensions Moneyfacts Awards 2019. We are delighted to be finalists in the following four categories: Best SIPP Provider Best SSAS Provider Best Pensions Service Service Beyond the Read more
May 16th, 2019
We are looking for a Property Administrator to join our award winning team, based at our Carlisle Head Office. Our Property portfolio currently consists of over 2,000 commercial properties, located throughout the UK. The role will involve assistance with the Read more
May 15th, 2019
Please see below information received from Metro Bank plc today: Metro Bank Quarter 1 Results 2019 Metro Bank equity raise – commercial messaging v1
May 13th, 2019
We are delighted to be finalists in the category of Best SIPP Service at the Retirement Planner Awards 2019! The winners we be announced on Friday 14th June. You can read more about the awards and the other categories/finalists here: https://www.retirement-planner.co.uk/236912/revealed-the-retirement-planner-awards-2019-shortlists
May 9th, 2019
HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Pension flexibility statistics Registration statistics Managing Pension Schemes service Relief at source for Scottish taxpayers Pension scheme returns Overseas transfer charge – regulations Master Trusts authorisation Read more
April 30th, 2019
HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source Guaranteed Minimum Pension (GMP) Master Trust update and an introduction to supervision Managing Pension Schemes service Reporting on Pension Schemes Online service Annual Read more
March 29th, 2019
We will be accepting new SIPP applications and contributions up until 5 pm on Friday 5th April 2019. Note a change in procedures compared to previous years; as our SIPPs now have individual bank accounts contributions must be paid directly Read more
March 28th, 2019