The lang cat has published a due diligence report with the aim of offering an example to advisers of how to conduct thorough research in the Self-Invested Personal Pension (SIPP) market.
The paper How I learned to stop worrying and love SIPP due-diligence has the consultancy act as an adviser firm carrying out its own due-diligence on the specialist SIPP provider @sipp. "You won"t have read anything quite like this paper before," it claimed. In the stress test, the lang cat asked @sipp a range of questions on five key due-diligence topics and offered a comment on @sipp's strengths, weaknesses and points for concern for advisers after each section. There were, it added some "good answers and not so good answers". As an example, commenting on @sipp's proposition, the l...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes