Under the bonnet - SIPP and SSAS; pension switches
Posted on 11/02/2021 by David Fox
About this webinar
Building on our highly successful series of webinars during 2020, Dentons’ Technical Sales Director, Stephen McPhillips, will discuss the broad range of challenges and opportunities relating to pension switching where SIPP and SSAS are involved.
Stephen covered some of the intricacies of in-specie transfers / re-registrations of assets, as well as SSAS “takeovers.” He also touched upon last year’s High Court judgment in the Carey case, which has important messages for consumers, advisers and SIPP operators.