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Tag Archives: Headscratchers

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

#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

#6 Large number of small plans vs small number of large plans

February 21, 2013by andrewddroberts Leave a comment

Number 6 in a series of headscratchers about SIPP capital adequacy proposals A SIPP operator that has 10 clients with an average fund size of £400,000 will have the same […]

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SIPP

#5 Divergence from cost of wind-down as regime beds in

February 21, 2013by andrewddroberts Leave a comment

Number 5 in a series of headscratchers about SIPP capital adequacy proposals The mismatch between the cost of winding down a SIPP and the capital requirement will drift over time […]

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SIPP

#4 The cost of transferring or selling an asset is not linked to the value of an asset

February 21, 2013by andrewddroberts Leave a comment

Number 4 in a series of headscratchers about SIPP capital adequacy proposals An investment account held at a discretionary fund manager with £10,000 in it will have the same SIPP […]

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SIPP

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Andrew Roberts

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  • SSAS

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

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