One claim upheld so far against Charthouse Asset Management
SIPP firms warned on Consumer Duty failings, asset protection gaps, and oversight
SIPP available through advisers and direct to clients
Non-compliance can result in significant financial penalties
‘The SIPP market presents exciting growth opportunities’
The SIPP operator went into administration in July 2022
The adviser platform expects clients to save £5m with this move in 2024
Positives from pooling of skills, resources, and exceptional talent
Is the price and value outcome the most subjective?
'Far-reaching and particularly important for financial advisers'