Case Studies

Read the case studies below about the innovative ways our clients are saving for their retirement using Pointon York's products, along with case studies for Advisers.

• Joint Property

Pointon York provided a way for DIY business owner, Charles, to use his joint ownership of the company's commercial premises to increase his retirement fund. Click here to read more

• Property Syndicate

Pointon York's syndicate expertise allowed a group of eight business associates to each invest a part of the same commercial property within their individual SIPPs. Click here to read more

• Ethical Alternative Investment

When Pointon York's sharp Due Dilligence revealed a tax issue with the sustainable forestry project that Sarah wanted to invest in, they went the extra mile to find a solution. Click here to read more

• Gold Alternative Investment

Transferring his pension into a Pointon York SIPP has given William the flexibility to control how his retirement savings are invested, with choice from the widest range of HMRC allowable investments. Click here to read more

Business Case Studies for use by Financial Advisers only

• Corporate SIPP

Switching from an insured Group Personal Pension (GPP) to a Pointon York Select cSIPP provided Innovate with much greater flexbility to tailor its corporate pension scheme to the individual needs of it's employees. Click here to read more

• Bespoke Product Development

Informed Financial Planning chose the Pointon York e-SIPP as the ideal pension wrapper for the robust, RDR ready investment proposition that dramatically increased their business efficiency. Click here to read more