Financial researcher Defaqto has put together a short list of factors for advisers to consider when assessing a SIPP provider...
They form part of the company's SIPP guide, which has been accredited by the Institute of Financial Planning for CPD purposes. Download the full guide HERE. 1) Administration and service proposition SIPPs are not just a product; they are a service too. The efficiency of a provider's administration will have a direct impact on advisers' efficiency. How does the provider rate for the following: Is the phone answered quickly/emails replied to promptly? Are staff helpful or non-committal? Do staff undertake any financial planning exams? Can you give verbal instructions e.g. t...
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