pension services.

We offer a broad spectrum of member-directed pensions from Simple SIPPs to SSAS, Family Pension Trusts and many shades between. Our products can cater to the individual needs of many, with extensive investment choice and flexibility to support business planning.

pensions that work as hard as our clients.

Our self-invested pensions are designed for those seeking more from their pension arrangements. Individuals, families and business leaders who want complete investment flexibility, with access to a full range of asset classes and a loan facility, all within a tax efficient structure.

In addition to our Self Invested Personal Pensions (SIPP) and Small Self Administered Schemes (SSAS), we offer actuarial consultancy, scheme accountancy and other practitioner services. These are backed by our technical expertise, award winning service and focus on product innovation. 

SIPP.

Our SIPPs enable clients to take charge of their pension investments. The scheme affords access to the full spectrum of asset classes - from mutual funds to direct equities, property, managed portfolios and sophisticated offshore assets. 

Clients have the option to hold unusual and diverse investment portfolios or simplify and benefit from lower fees. Refer to our investment option flexibility brochure.

Families or individuals with similar objectives can pool their resources with a Family SIPP.

All SIPP services  

SSAS.

A SSAS is a scheme with full investment flexibility and additional benefits for business owners. It is for 11 or fewer members and usually established by company directors, partners or the self-employed, for themselves and their key employees.

Members are trustees and jointly control the investments held, which may include commercial property. A loanback facility is also available.

In addition to our regular SSAS we offer a Solo SSAS and Defined Benefit SSAS.

All SSAS services  

additional scheme services.

Rowanmoor actuarial consultancy.

Our team of in-house actuaries offer commercially aware, understandable solutions for scheme trustees.

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scheme accountancy.

We can assist with pension related accountancy queries from trustees of schemes not administered by us. 

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SSAS practitioner services.

Technical support and actuarial services, the preparation of scheme documentation and administration.​

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