SIPP Financial Stability Report: Survival of the Fittest
Publication Date: May, 2016
We teamed up with SIPP industry veteran John Moret aka ‘Mr SIPP’ to provide an unprecedented insight into the financial performance of non-insured bespoke SIPP providers.

The report is an in-depth analysis and benchmarking insight on the financial stability of 18 non-insured bespoke SIPP providers, who together account formore than 90% of the market. 

The report covers the following;

  • Key market trends and implications for providers, advisers and clients;
  • Extensive data on number AUA, No of SIPPs, Percentage of Non Standard Assets as wells as Revenue, Profit, Profit Margin and P&L Account Reserve over the last 5 years;
  • Providers’ capital adequacy requirements and amount currently heldby firms as well as the new requirement under FCA paper PS14/12 due in Sept. 2016; and
  • We award a FinalytiQ Financial Stability Rating to each of 18 providers, together with a summary of thekey issues facing them to give advisers an indication of their long term viability.