Alltrust Family/Group SIPP

Alltrust Family & Group SIPP

Alltrust Family/Group SIPP

The Alltrust Family & Group SIPPs, are  standalone pension arrangements designed for small groups of individuals. Typically, those individuals will be connected to each other either as family members or as business partners.

The Alltrust Family & Group SIPPs cater for similar investment and retirement flexibility as the Alltrust SIPP, and are designed for situations where it may be more appropriate to operate the pension scheme on a collective basis rather than as individual schemes.

A group scheme can be more cost effective than a series of individual arrangements. Assets are typically held as a ‘common pool’ which can offer additional flexibility in terms of investment or retirement where individuals have differing needs.

Financial Advice

SIPPs are complex and we believe individuals require professional financial advice before proceeding with the establishment of a SIPP. We cannot and do not offer financial or investment advice ourselves, and individuals leave themselves exposed to serious financial risk if they do not receive expert guidance.

Your financial adviser should always be authorised and regulated by the Financial Conduct Authority.

Literature and forms

Because the Alltrust Family & Group SIPPs are standalone pension schemes, the documentation needs to be prepared by one of our Consultants. Your financial adviser will need to contact us and provide details of the names and addresses of each of the Members, together with the choice of name for the Scheme.

Alltrust Enquiry Form