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Pointon York develops bespoke e-SIPP

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Pointon York is utilising its expertise in self-invested personal pensions and is working with partners, Whitechurch Securities Limited, to offer bespoke SIPP products.

Whitechurch has chosen Pointon York to provide an e-SIPP wrapper for its clients – this online solution will complement the Whitechurch offering to Advisers.

Jo French, Managing Director of Pointon York said "Our partnership with Whitechurch Securities Limited demonstrates the flexibility of our online self invested personal pension solutions. Pointon York is very committed to working closely with preferred partners to ensure they have a business model that is fully accessible online. We want to help the Adviser community succeed and feel this is demonstrated through the alliance with Whitechurch Securities Limited. Our e-SIPP is a cost-effective, technology enabled, tax wrapper that can provide a streamlined and extremely competitive client proposition for Advisers."

Steve Small, Head of Business Development at Whitechurch Securities said "We continue to see an increasing demand for our discretionary management services within SIPPs, so it is important that we can widen the number of SIPP wrappers, where they are available. We are pleased to team up with Pointin York to provide access to our Discretionaru Investment Management Service. We believe this can provide an effective solution for advisers using Pointon York's highly competitive online SIPP."

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  • Bespoke illustrations
  • Online applications
  • Technical updates
  • Risk profiling

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Pointon York SIPP Solutions is a division of Curtis Banks Limited authorised and regulated by the Financial Conduct Authority.