SIPP

 

A Self Invested Personal Pension (SIPP) is the SSAS equivalent for the self-employed, partnership or an employee.

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SSAS

 

The advantage of a Small Self Administered Scheme (SSAS) to any small to medium sized business.

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News from Westerby – March 2014
 

Westerby Private Pension (SIPP) awarded a Defaqto 5 Star Rating

We are delighted to announce that The Westerby Private Pension, our full SIPP product, has been awarded a Defaqto 5 Star Rating.

Defaqto Star Ratings independently rate propositions from 1 to 5 based on the quality and comprehensiveness of the features and benefits they offer.

They provide an excellent, unbiased mechanism to help financial advisers - and their clients - see at a glance where a proposition sits in the market in terms of the quality it offers.

Star Ratings are a powerful tool to support the financial advice research process:

  • Aiding product selection and panel creation decisions
  • As part of Defaqto’s adviser research software - Defaqto Engage - helping to segment the market and compare a shortlist of propositions
  • Giving advisers post-recommendation assurance and helping with suitability letters
  • Providing a high-level view to help advisers understand the industry landscape and compare propositions on a like for like basis 

Visit www.defaqto.com/advisers/ratings/star-ratings/ to find out more about Defaqto Star Ratings.

Financial advisers can also find out more about how using Star Ratings within Defaqto Engage can support the delivery of professional, efficient and compliant advice.

If you’d like more information about Westerby Trustee Services

Westerby Trustee ServicesSales & Admin +44 (0) 116 326 0183
Email us here

We will contact you to arrange an initial consultation.

QROPS - The Westerby International Retirement PlanSSAS - Small Self Administered Scheme - Brochure Download
 

CONTACT US

Westerby Trustee Services
The Crescent
King Street
Leicester
LE1 6RX

 

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