SIPP & SSAS round-up - Spring 2023

If you're a SIPP provider, SSAS professional trustee or administrator, or financial advisor, read more to find out how the Ombudsmen approach certain complaints and how best to apply those outcomes to your own business.

We focus here on determinations that highlight recurrent issues for these schemes, including good practice in transfers, conflicts and dispute management, governance, and trustee protections.

This publication is intended for general guidance and represents our understanding of the relevant law and practice as at April 2023. Specific advice should be sought for specific cases. For more information see our terms and conditions.