We are pleased to announce that the Westerby Full Self Invested Personal Pension product has achieved the prestigious Defaqto 5 Star Rating for 2020. This marks the fifth year in a row that our Full SIPP has been given this rating by the independent financial information business.
What are Defaqto Star Ratings?
Unlike other online rating systems which are used by consumers to express their opinion about a service they have received or a product they have bought, Defaqto Star Ratings consider the features and benefits of a financial product. Star Ratings are given as the result of expert analysis by a team of experienced financial services professionals, created to demonstrate facts rather than merely reflect customer opinions.
“Receiving the Defaqto 5 Star Rating for our Full SIPP for the fifth time is a great achievement. Not only that, as Westerby are one of only a few independent trustees who offer their own SIPP plan, it’s an achievement that the whole team can be really proud of,” says Group MD, Steve Harvey. “Deciding whether to go down the SIPP route requires careful consideration and expert advice, however, the fact that financial advisers and potential investors can see the quality of our product at a glance is fantastic for us and useful for them.”
A seal of approval you can trust
Defaqto Star Ratings are used by over 250 brands in order to communicate the effectiveness and value of their product. The rigorous methodology used to create the ratings is trusted by the financial industry and consumers alike to provide an accurate and instant summary of a product. This is particularly useful for advisers who can use Defaqto research in order to create a shortlist of financial services products that may be suitable for their client. In addition, the fact that the ratings are updated on a yearly basis means that advisers and consumers can be confident that they are acting on accurate and up-to-date information when making important decisions about their finances.
Westerby – The Pension Specialist
Choosing the right SIPP provider is a critical decision as your pension plan will probably be the longest term investment that you ever make.
It’s therefore important to choose a SIPP provider that combines a first class administration service with a fully flexible SIPP that allows you to take full advantage of the many investment and retirement options that SIPPs offer.
At Westerby we provide a comprehensive and bespoke administration service for SIPPs including:
- Providing expert information and guidance on SIPPs to you and your adviser
- A fully flexible SIPP offering the full range of investment, retirement and death benefit options
- Administering every aspect of your Westerby Defaqto 5 Star rated SIPP plan
- Dedicated point of contact who you and your adviser can contact directly
Westerby’s Full SIPP plan
If you are a company director, self-employed, in a professional partnership or are an employee looking to take a more active role investing your pension fund, a SIPP could be right for you. Why not contact us using our online form or on 0116 326 0183 to find out more about our 5 Star rated Full SIPP plan?