SIPP due diligence: Six new questions to ask

SIPP due diligence: Six new questions to ask

clock • 5 min read

Advisers need to scrutinise providers' future business strategies and how they are set to manage upcoming changes in regulation and legislation. Martin Tilley explains...

Industry publications have long provided useful guides as to the criteria advisers should assess when selecting a SIPP operator. Historically, a key driver in this process was the level of fee charged by the operator. However, as SIPPs have matured, advisers have realised there are a myriad of other criteria which have a material impact on the overall proposition they intend to deliver to clients, not least the administrative service provided by the operator. SIPPs at whatever level - but particularly at the medium to top end of the market - are more than just a product, and SIPP oper...

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