Rock Consultancy has been retained by many organisations in the financial services world, with a particular focus on SIPPs since 1990. We are rigorous about client confidentiality so some of the examples below have genericised to maintain confidentiality:

SIPP marketplace data and analysis:

• Speaker at AMPS (SIPP industry body) Annual Conferences
• Speaker at Henry Stewart SIPPs conferences
• Contributor to Mintel SIPPs report 2015
• Contributor to Money Management SIPP surveys
• Quoted in various press reports on SIPPs

Strategic structuring:

• Review of SIPP structure options for firm in investment sector, looking to enhance proposition and dramatically grow their customer base focused on digital delivery
• Organisation with several SIPP schemes: examination of pros and cons of maintaining existing structures, with options for consolidation of schemes
• Review of business, contractual and regulatory implications of changing the Operator and Trustee of a scheme

M&A:

• Background information on marketplace and current issues
• Definition of selection criteria, including risk areas and “red flags”
• Review of potential targets for acquisition

Product & proposition:

• Review of existing product set and proposition shortcomings. Definition of target markets and development of new product/proposition to match
• Development of Product Management Framework consistent with RPPD with supporting documentation
• Exploration of client requirements under Pension Freedoms

Please call for an initial discussion to see how we might meet your requirements.