Alltrust’s Strategic Preferred Providers
We are delighted to announce an important development to the Alltrust SIPP and Family Pension Trust investment providers. Alltrust has carefully selected a preferred list of fifteen platforms and providers, each selected for their technological capabilities, service excellence, capability to support Alltrust in aligning with upcoming regulatory requirements and includes some of the UK’s most respected names in investment asset custodianship and associated activities. This move will deliver improved efficiency, stronger data connectivity, and enhanced service levels for our members and advisers.
- Alltrust Platform
- 7IM
- AJ Bell Investcentre
- Brooks Macdonald
- Canaccord
- Hubwise (including selected white-labelled partner firms)
- Klienwort Hambros
- LGT Vestra
- Quilter
- Rathbones
- RBC Brewin Dolphin
- Scottish Widows Platform
- Stocktrade
- Telford Mann
- Transact
Alltrust is moving to this structured approach with the future in mind, particularly focusing on seamless integration with the pensions dashboard and other digital innovations in the pension industry whilst maintaining the highest standards of regulatory compliance, helping ensure your pension arrangements meet all current and emerging requirements.
Direct integration with our preferred providers ensures robust data flow, supporting better reporting and portfolio management and oversight.
While we are confident our preferred providers list will meet most investment needs, we understand that some situations may require alternative arrangements. We welcome requests for alternative providers, which will be considered on a case-by-case basis. To submit your rationale for an alternative provider, please contact us at newbusiness@alltrust.co.uk.
If you are already invested with a provider that is not detailed, there is no immediate need for change. However, please be aware that if we encounter difficulties establishing direct data connections with your current provider, we may ask you to consider alternative arrangements to ensure we can continue providing you with the highest level of service.
This enhancement to our service represents our commitment to providing you with the best possible pension administration experience. By strengthening our technological infrastructure and streamlining our processes, we are building a more efficient, secure, and future-ready platform for all our members and scheme advisers.
We are excited about these improvements and remain committed to supporting your pension journey with the highest levels of service and professionalism.