SIPP & SSAS Winter Festival

TLT’s SIPP & SSAS team hosted its very first virtual conference in November 2020. Joined by key industry experts from Mattioli Woods and Hartley Pensions, the team honed in on the latest industry developments relevant to SIPP & SSAS providers now and in the near future.

Each webinar and virtual fireside chat included a live Q&A session. Find out more about each session below and access the recordings.

Acquisitions and disposals of SIPP & SSAS businesses – avoiding the pitfalls

In this virtual fireside chat where we discuss and share practical experiences of navigating legal issues when buying or selling SIPP & SSAS businesses.

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Remediations and past business reviews and the FCA’s focus on pension transfer advice

This session focuses on reviews of past business activities, managing engagement with stakeholders including the FCA, the FCA’s expectations of a firm subject to a past business review, and navigating a route out of a review back to BAU.

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Technology and innovation in SIPP & SSAS portfolio management

Using an interactive case study, we take you through how TLT’s FutureLaw project team, real estate practice and specialist SIPP & SSAS practice seamlessly combined to help you cleanse, manage and report on large property portfolios.

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Key themes in member complaints and the litigation ‘landscape’ for SIPP & SSAS providers

This session focuses on helping SIPP & SSAS providers manage risk when dealing with complaints, disputes and litigation either on an individual or portfolio basis.

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Keynote address and series wrap-up

Wrapping up the festival, TLT’s Noline Matemera is joined by Helen Lovegrove from Mattioli Woods to deliver closing remarks on the current state of the SIPP & SSAS market, with thoughts on the future and what lies ahead for the industry. Tune in to hear their thoughts and to share yours!

Find out more and watch on demand