The Critical Role of Suitability Reports in Transfer Due Diligence Executive Summary The financial services industry faces unprecedented scrutiny over pension transfer due diligence. This paper examines why collecting and reviewing suitability reports is not just best practice but essential for SIPP providers. Key findings show that providers who implement robust suitability report reviews can significantly...Read More

Alltrust Services Limited Acquires PSG’s SIPP Business Strategic acquisition expands Alltrust’s pension administration services to over 11,000 members, strengthens property investment expertise, and accelerates digital innovation  London, 28 October 2024 — Alltrust Services Limited, a leading UK-registered pension provider and retirement services company, today announced the acquisition of PSG SIPP Limited’s Self-Invested Personal Pension (SIPP) business....Read More

We are delighted to announce that Alltrust, a subsidiary of The UAP Group, along with The UAP Group itself, have been recognized for their excellence at the 25th annual Investment International (II) Awards. This prestigious event, held on October 10, 2024, in London’s Covent Garden, celebrates the best in the financial services sector. Our Achievements Excellence...Read More

Welcome to the all new Alltrust website. This is part of an ongoing effort by the business to rebrand following the acquisition of the business by the UAP Group, and refresh the branding and identity for Alltrust going forwards. James Floyd Managing Director of Alltrust said: “We are excited to finally release our new identity and...Read More

Press Release: Salisbury, December 18, 2023 Alltrust, a leader in Pension administration, confirms the unwavering stability and operational independence of its pension schemes, despite recent developments surrounding Rowanmoor Trustees. In March 2023, Alltrust successfully acquired the Rowanmoor SIPP pension book, a move aimed at enriching its service offerings and enhancing client experience. Following the declaration of default by...Read More