PRODUCTS
WHITE-LABELLED PRODUCTS
We can offer our products on an integrated white-labelled basis. We will work in partnership with you to offer a SIPP to your clients.
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Integration - process & systems
We can link to third party systems to send and receive data and updates. This allows us to develop an integrated approach where a client can complete a SIPP application via your website which seamlessly connects with us to be able to open and operate a SIPP.
We prefer to develop integrated solutions as we believe this provides clients with a seamless and efficient customer journey.
We can however offer a more manual approach utilising branded paper based applications.
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Investment Choice
We will discuss the investment options available with you and this can be personalised to your business and your clients' needs. Most providers choose to offer a restricted investment list tailored to their business.
Charges
The charges will vary depending on the investment choice available within your white-labelled SSAS or SIPP. An automated solution will drive efficiency allowing us to provide a competitively priced solution for your clients.
Get in touch today
01275 379 200