We are a company that specialises in Trustee and Administration Services for SIPP’s and SSAS’s.
We have a simple philosophy based around creating personal relationships with our Supporting Advisers and customers.
Self-Invested Personal Pension
The Alltrust SIPP is an individual arrangement that provides clients with considerable flexibility in terms of both investment planning and retirement options. The Alltrust SIPP is designed for those looking at more complex investment options, such as commercial property, or for those looking at a diverse range of investments. We can also accommodate the more complex areas of investment as well, such as shared ownership of property with other parties (including non-pension parties), property development and investments into unlisted shares for companies in the UK.
Alltrust Oasis Option
The Oasis Option is a lower fee option within the Alltrust SIPP. Its purpose is to cater for those individuals who are considering a single investment platform or Discretionary Fund Manager for their pension scheme. It also allows for immediate conversion to the Alltrust SIPP, and may therefore suit individuals who wish to build funds before investing in a more complex fashion.
Small Self-Administered Schemes
The Alltrust SSAS is a standalone occupational pension scheme designed for small groups of individuals who wish to have control over their investment and retirement options. The SSAS will be sponsored by an employer who will normally employ at least one of the members of the pension scheme and has certain powers and responsibilities in relation to the scheme. The Alltrust SSAS is designed for those looking at more complex investment options. We have developed particular areas of expertise such as shared ownership of property with other parties (including non-pension parties), property development and loans to the Sponsoring Employer (subject to certain criteria).
Telephone: 02920 772970
Jamie Murphy – Managing Director |
Andrew McLaughlan – Managing Consultant |
Gail Smith – Office Manager
Authorised and regulated by the Financial Conduct Authority for SIPP Business. The Alltrust logo is a registered trademark of Alltrust Services Limited. Registration Number 5365396.
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