 | |
| Company type | Privately Owned Limited Liability Company |
|---|---|
| Industry | Investment management |
| Founded | 2002 |
| Headquarters | |
Key people | Julian Penniston-Hill (CEO) Chris Sutton (MD) |
| Products | Asset Management |
| AUM | £2bn |
| Subsidiaries | Intelligent Money Trustees & Intelligent Money Nominees |
Intelligent Money is an investment management firm, personal pension provider and ISA Plan Manager,[1] based in Nottingham, authorised and regulated by the Financial Conduct Authority. The company provides risk management investment portfolios to its own private clients and also works with financial advisors, lawyers, accountants and charitable organizations.
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Transcription
History
The company was established in 2002 by founder and sole financier Julian Penniston-Hill.[2]
In 2012, Intelligent Money took over the running of leading French bank BNP Paribas's book of SIPP business.[3]
In March 2019, Intelligent Money stopped accepting Defined Benefit pension transfers into its SIPPs, though some other providers had already ceased accepting such transfers.[4]
Operations
Intelligent Money offers a range of managed investments, together with pensions, SIPPs and ISAs.
HMRC Court Case
In September 2023, Intelligent Money lost an appeal at the Upper Tribunal against HM Revenue & Customs (HMRC), in which Intelligent Money argued that Sipp fees are exempt from VAT. https://www.gov.uk/tax-and-chancery-tribunal-decisions/intelligent-money-limited-v-the-commissioners-for-his-majestys-revenue-and-customs-2023-ukut-00236-tcc
References
- ^ "ISAs: list of authorised managers". Government of the United Kingdom.
- ^ "The great renewal fee rip-off". Guardian. January 24, 2014.
- ^ "BNP Paribas passes Sipp business to Intelligent Money". CityWire. August 21, 2012.
- ^ "Sipp firm stops accepting DB transfers after FCA dear CEO letter". CityWire. March 25, 2019.
External links
This page was last edited on 1 March 2024, at 17:12