We have updated section 3 in our Terms and Conditions of Business that explains how client money is held and protected under the rules of the Financial Conduct Authority’s Client Assets Sourcebook (CASS). There is no change to the way your money is managed. The update is to provide clearer and more transparent information. View our Current Terms and Conditions of Business

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We have updated section 3 in our Terms and Conditions of Business that explains how client money is held and protected under the rules of the Financial Conduct Authority’s Client Assets Sourcebook (CASS). There is no change to the way your money is managed. The update is to provide clearer and more transparent information. View our Current Terms and Conditions of Business

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April 29, 2026
We are pleased to announce that Alltrust has agreed to acquire the Phoenix Wealth Family Suntrust schemes. This marks a significant milestone, bringing together two pioneering family pension trust propositions originally created to meet the evolving needs of advisers and their clients in managing wealth across generations. As part of this transition, members can be...
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