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

Alltrust Launches Sophisticated Investor SIPP

Alltrust has launched a new Sophisticated Investor Self-Invested Personal Pension (SIPP) designed for high-net-worth individuals, experienced investors and the professional advisers who support them.

This purpose-built SIPP goes beyond the traditional model, offering expanded investment freedom with access to a broad range of permitted assets, including private markets, commercial property, AIM securities, gold bullion, REITs and secured lending, all supported by robust governance and transparent fee structures. Pension investors formally recognised as knowledgeable can also access alternative strategies such as hedge funds, contracts for difference and unquoted UK equities. Syndicate capabilities make co-investing in shared assets such as commercial property accessible too.

With a minimum initial fund of £100,000 and a competitive administration fee, the Sophisticated Investor SIPP reflects our commitment to meeting the evolving needs of sophisticated clients who want to strategically use their pension as part of long-term wealth planning.

Find out more

Read more about the launch of the Sophisticated Investor SIPP in the following media outlets:

Alltrust Launches SIPP for Experienced Investors and Advisers – FT Adviser

Alltrust Unveils SIPP for Sophisticated Investors – International Adviser

Alltrust Launches Sophisticated Adviser SIPP – Professional Adviser

Speak to a member of our team

Contact our team today for more information about the Sophisticated Investor SIPP. Email [email protected].