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  • WBR restructures board following acquisitions

    SSAS administrator and tax adviser WBR Group has reshuffled its board following a series of acquisitions.

  • Government to add SSAS scam protections

    The Government has issued draft regulations to address concerns about scam risks for members of small self-administered schemes (SSAS).

  • WBR acquires Carpenter Rees’ SSAS book

    SSAS administrator and tax adviser WBR Group has acquired the small self-administered pension scheme (SSAS) book of Manchester‑based Financial Planning firm Carpenter Rees for an undisclosed sum.

  • Pensions provider makes trio of acquisitions

    Pension admin specialist Confier Wealth has expanded its SIPP and SSAS services with a trio of acquisitions under its Intrusted Pension Services umbrella.

  • MBO completed at former STM Group

    The management buy out (MBO) of Global Pension Corporation (GPC), formerly known as SIPP and SSAS provider STM Group, has been completed today, the firm has said.

  • WBR launches online tax calculator to help assess IHT impact

    SSAS provider and administrator WBR Group has launched a new Inheritance Tax (IHT) calculator to help advisers cope with the government’s planned changes to IHT and pensions.

  • InvestAcc completes £25m takeover of AJ Bell SIPP arm

    SIPP and SSAS provider InvestAcc Group has completed its acquisition of the AJ Bell Platinum SIPP and SSAS business for £25m.

  • SSAS-linked DFM defaults following upheld advice claim

    Central Markets Investment Management (CMIM) Limited (FRN:475828) has been declared in default by the Financial Services Compensation Scheme (FSCS).

  • SIPPs providers hear from HMRC at spring conference

    The SIPP and SSAS trade body Association of Member-Directed Pension Schemes (AMPS) said it has made progress in liaison with regulators and demonstrated that by having representatives from HMRC at its annual spring conference.

  • InvestAcc revenue up 16% after SIPP acquisitions

    SIPP and SSAS provider InvestAcc has reported revenues increased 16.3% to £10.5m in the six months to the end of December, up from £9m in the same period in 2023.

  • Martin Tilley: Why SSAS regulation is necessary

    In this special Guest Column for Financial Planning Today, SSAS expert Martin Tilley looks at the need for SSAS regulation and asks whether we are moving closer to new rules. Martin writes regularly for Financial Planning Today's sister website SIPPs Professional which can be viewed here: https://www.sippsprofessional.co.uk/

  • Advisers see influx in SSAS enquiries

    Financial Planners are seeing an influx of questions on the new pension scheme returns format required for small self-administered schemes (SSAS), according to a trade body.

  • WBR acquires Standard Life’s £403m SSAS book

    SSAS administrator and tax adviser WBR Group has acquired the small self-administered pension scheme (SSAS) book of Standard Life for an undisclosed sum.

  • WBR acquires Bristol-based SSAS administrator.

    Leicester-based WBR Group, a provider of SSASs and tax advice, has acquired SSAS administrator NM Perris & Co Ltd.

  • Hornbuckle freezes client admin fees for 2012

    Hornbuckle Mitchell
  • Incorrect SSAS schemes could incur huge fines from regulators

    HMRC website
  • Technical Update: History of personal pensions

    Stewart Dick, head of sales at Hornbuckle Mitchell
  • Investors warned of taxable property charges in Sipps and SSASs

    Hornbuckle Mitchell site
  • Trade body questions regulators’ approach to tackling Sipp fraud

    Andrew Roberts, chairman of AMPS
  • Curtis Banks acquires full Sipp business of Alliance Trust Savings

    Curtis Banks website
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