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Tag Archives: Capital Adequacy

Final SIPP rules vs my predictions

August 4, 2014by andrewddroberts Leave a comment

With the final rules issued for SIPP capital adequacy, I have revisited the predictions I made two months ago, and scored myself a generous 4.75 out of 8 (that’s just under 60% – probably a fail […]

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SIPP

The most “popular” headscratchers …

February 22, 2013by andrewddroberts 1 Comment

We ordered the headscratchers so that those higher up on the list are of most importance (some of the latter ones were practical issues, which are important but could have […]

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SIPP

AMPS Response to CP12/33

February 21, 2013by andrewddroberts 1 Comment

20130221 AMPS Response to CP12x33 This is what I have been working on for the last few days/weeks/months.   Andrew

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SIPP

AMPS alternative methods for SIPP Capital Adequacy

February 21, 2013by andrewddroberts Leave a comment

The AMPS alternative approaches to SIPP capital adequacy. We are presenting two options, each with the same capital surcharge but with a different initial capital requirement. Each with a Minimum […]

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SIPP

#12 Monitoring assets held within portfolios

February 21, 2013by andrewddroberts Leave a comment

Number 12 in a series of headscratchers about SIPP capital adequacy proposals It could be difficult for a SIPP operator to determine the percentage of plans with Non-Standard Assets where […]

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SIPP

#11 Selecting the valuation date for AUA

February 21, 2013by andrewddroberts Leave a comment

Number 11 in a series of headscratchers about SIPP capital adequacy proposals If valuations have to be valid as at 31 December each year, there will be a bottle-neck of […]

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SIPP

#10 The simple formula may not be so simple to verify

February 21, 2013by andrewddroberts 1 Comment

Number 10 in a series of headscratchers about SIPP capital adequacy proposals The value of an asset (most notably Non-Standard Assets) may be subjective.  Presumably SIPP operators will need to […]

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SIPP

#9 Capital Requirement will be lower at times where there is a higher risk of consumer harm

February 21, 2013by andrewddroberts Leave a comment

Number 9 in a series of headscratchers about SIPP capital adequacy proposals Financial pressure may cause a SIPP operator to exit the market. This financial pressure may be as a […]

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SIPP

#8 Misalignment with SIPP operator charging structures

February 21, 2013by andrewddroberts Leave a comment

Number 8 in a series of headscratchers about SIPP capital adequacy proposals The majority of SIPP operators have a business model predicated on offering an efficient and value for money administration […]

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SIPP

#7 Misalignment of interests between SIPP operators and consumers regarding asset valuations

February 21, 2013by andrewddroberts Leave a comment

Number 7 in a series of headscratchers about SIPP capital adequacy proposals The AUA test introduces a conflict of interest between the SIPP operator (who would favour a lower value of […]

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SIPP

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Andrew Roberts

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Budget Budget 2014 Capital Adequacy death benefits Disclosure Financial Planner FSA Headscratchers lifetime allowance SIPP SIPPs Professional SSAS tax relief

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