BondMason SIPP and SSAS Partners

SIPP & SSAS providers we work with

We work with several SIPP and SSAS Providers, listed below.  However we are very happy to talk to your SIPP or SSAS provider directly to discuss including BondMason-sourced investments into your pension. 

Morgan Lloyd

Morgan Lloyd was formed in 2003 to provide professional Pension Trustee and Administration Services for Small Self-Administered Schemes (SSAS). In January 2011 the company established Morgan Lloyd SIPP Services Limited. 

The Morgan Lloyd team offer a dynamic and client focused approach to self-invested pensions administration. With over £270 million of assets under administration Morgan Lloyd has gained a reputation as an efficient and knowledgeable Pension Trustee and Administrator.

Owned by Clifton Asset Management Plc, Morgan Lloyd is a registered member of AMPS (Association of Member Directed Pension Schemes) and Morgan Lloyd SIPP Services Limited is authorised and regulated by the Financial Conduct Authority (FCA).

Visit Morgan Lloyd website
Westerby Trustee Services

Established in 1996 Westerby Trustee Services Limited is a member of the Association of Member-Directed Pension Schemes (AMPS) and is part of the Westerby Group. 

Westerby Trustee Services Limited are specialist providers of trusteeship and administration services for Small Self Administered Schemes (SSAS) and Self Invested Personal Pensions (SIPP), and are one of only a small number of independent trustees who offer their own SSAS and SIPP plans and Qualifying Recognised Overseas Pension Scheme (QROPS).

Visit Westerby website
Whitehall

With over 40 years’ combined experience specialising in self-administered pension schemes, the Whitehall Group has developed a wealth of knowledge. Whitehall provides investors with whole of market access combined with a highly competitive and clear pricing structure. This, coupled with the simple yet robust processes allows for efficient administration whilst treating customers fairly.

Whitehall are not authorised or regulated by the Financial Conduct Authority and do not give financial or investment advice. The pension schemes we provide are regulated by The Pensions Regulator and HM Revenue and Customs. All pension schemes are also registered with the Information Commissioner.

Visit Whitehall website
SIPPclub

SIPPclub provides information and support to people with self-invested pensions (SIPP and SSAS). Whether you’re growing your pension fund or drawing your income in retirement, SIPPclub can help you discover how to take advantage of the significant benefits of investing your pension money through BondMason. SIPPclub provides information that will help you determine if a SIPP or a SSAS is more appropriate for your circumstances, and which provider is likely to best suit your requirements.

Visit SIPPclub website