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In Conversation With... Matt Storey, Head of Business Development at @sipp
Manage episode 423173869 series 2645166
In this episode, Kimberley Dondo talks with Matt Storey about the impact of the DWP levy on SSAS, highlighting increased costs and alternative strategies for retirement planning. They explore the potential for non-standard assets like cryptocurrencies in SIPPs, the challenges of utilising property in pensions, and how AI can aid advisors in selecting bespoke SIPPs. Matt shares his predictions for significant growth in the SIPP market over the next five years, discusses strategies for rebuilding investor trust, and examines the impact of the FCA's Consumer Duty on SIPP recommendations.
Listen now for key insights into the evolving SIPP and SSAS markets:
160 епізодів
Manage episode 423173869 series 2645166
In this episode, Kimberley Dondo talks with Matt Storey about the impact of the DWP levy on SSAS, highlighting increased costs and alternative strategies for retirement planning. They explore the potential for non-standard assets like cryptocurrencies in SIPPs, the challenges of utilising property in pensions, and how AI can aid advisors in selecting bespoke SIPPs. Matt shares his predictions for significant growth in the SIPP market over the next five years, discusses strategies for rebuilding investor trust, and examines the impact of the FCA's Consumer Duty on SIPP recommendations.
Listen now for key insights into the evolving SIPP and SSAS markets:
160 епізодів
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