Having worked with advisers for more than 10 years, we have developed considerable experience and expertise in managing personal pensions. Whilst it is the role of the adviser to provide technical pension advice to their clients, it is important that we understand the workings and regulations pertaining to personal pensions. This allows us to ensure that such portfolios are managed in accordance with your clients’ specific pension requirements.
We have agreements in place with the UK’s major Self Invested Personal Pension (SIPP) providers. We can also be appointed to manage Small Self Administered Schemes (SSAS’s) and corporate pensions.
We can address concerns which your clients may have with respect to social, environmental and ethical investment issues (SEE).