Cookie Settings

pension services.

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), Family Pension Trust and Small Self Administered Scheme (SSAS), we offer a range of additional scheme services backed by our technical expertise 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. View the investment options.

All SIPP services

Family Pension Trust.

A cross between a SSAS and a SIPP, a Family Pension Trust is for families or a group of individuals with similar objectives who can pool their financial resources in a Family Pension Trust.

The UK’s first Family Pension Trust, it is structured so that members retain full control over their own pension investments, via separate arrangements within the one scheme.

Family Pension Trust

SSAS.

A Small Self Administered Schemes (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. We also offer a Solo SSAS and Defined Benefit SSAS.

All SSAS services

additional scheme services.

ACTUARIAL CONSULTANCY

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

Actuarial consultancy

SCHEME ACCOUNTANCY

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

Accountancy services

SSAS PRACTITIONER SERVICES

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

Practitioner services