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
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May 15th, 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
The finalists have been revealed for the Money Marketing Awards 2019. We are delighted to be featured in two categories: Best SIPP Provider Company of the Year The winners will be announced on Wednesday 26 June at City Central at Read more
March 21st, 2019
Over the last couple of years there has been a lot of frustration over the length of time it has taken HMRC to confirm registered status for new SSAS pension schemes. Many people will previously have been deterred from setting up Read more
March 20th, 2019
HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source Master Trusts – The closing date for applications for authorisation is 31 March 2019 Reporting non-taxable death benefits Managing Pension Schemes – registering Read more
February 27th, 2019
