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Our story.

We’ve been delivering self invested pension expertise since 1979 and have now grown to manage over 4,200 SIPPs and over 740 SSASs with over £3.1bn of assets under administration. We currently administer over 2200 commercial properties within our SIPP and SSAS.

View our strengths and due diligence.

Strength in depth

In a fragile economy, it’s reassuring to know that we’re here to stay. Liquid, proven and profitable, we set the standard for providers. Here’s how we do it:

Dedicated point of contact.

We allocate you and your clients a dedicated Pension Consultant and a skilled team of Pension Administrators to work with you. We treat all clients as individuals and make sure we’re with them every step of the way.

Robust administration.

We’ve developed detailed internal monitoring processes that adhere to the FCA’s treating customers fairly requirements. We save your clients' time and money by ensuring we get it right first time.

Investment freedom.

We offer some of the most flexible self invested pension vehicles in the market, with a comprehensive range of investment opportunities.

Property purchase experts.

Each of our Pension Consultants is skilled at dealing with complex investments and transactions – including property purchase. We work with all appointed professionals to ensure everything runs smoothly.

Award winning service.

We offer an outstanding service and can back that up with our award winning flexible SIPP and SSAS products: proof that our pensions provision and client services are respected throughout the industry.

Client control.

As a co-trustee of their arrangement, your client is a signatory on the default bank account and retains control of their assets at all times. We use our independence to ensure they aren’t tied to any particular fund manager or insurance company.

Flexible retirement.

We take pride in giving your clients a range of options at retirement, including Flexi-access drawdown and Uncrystallised funds pension lump sum (UFPLS), with no requirement to purchase an annuity.

Transparent fee structure.

Our services are tailored to specific client needs and fees for any additional administration are time costed. Our SIPP administration charges are Retail Distribution Review (RDR) compliant. Your clients won't subsidise other services. 

Client meetings.

We work hard to give you the support you need. That's why, as part of our service, you can request for one of our SIPP and SSAS experts to join your client meetings.

 

01483 521521