Call Us01858 419300

Why Recommend Pointon York

Follow us on:

1. SIPP experts

Pointon York has over 20 years’ experience administering self-invested personal pensions to professional advisers and their clients. We launched one of the first SIPPs to the market in 1990 and we now hold assets under administration worth £840 million. We remain an independent administrator with no conflict of interest.

2. No transfer in charge for cash transfers

We want to make sure there are no barriers to consolidating your clients’ pension plans and this is why there is no charge when customers transfer cash to The Pointon York SIPP.

3. Financial Advisers remuneration

 We will pay RDR-compliant customer agreed remuneration (CAR) directly from the SIPP bank account every two weeks. Advisers can also elect to take service fees from any investment products bought by the SIPP.

4. Manage your account online

We want to make managing your client base as easy as possible, so we have designed our secure adviser portal to support you with new business quotes, online applications, online banking, valuations and up-to-date account activity*. We regularly update our portal with the latest legislation changes, and we provide access to a number of interactive features such as risk profiling and pension planning too.

5. Full range of solutions

Pointon York has a solution for everyone and all of our SIPPs are designed with the end customer in mind. From a low-cost eSIPP to a sophisticated Family Trust SIPP, as an adviser you will have access to our full range of SIPPs; so upgrading your clients is as easy as an investment switch*, with no need to close a scheme or pay the normal transfer costs when moving to a new pension. To find out more about our SIPP solutions click here.

6. Fully flexible SIPP

Our heritage is built on our reputation for dealing with the complexities of administering a fully flexible Individual SIPP. Our Individual SIPP is a self-invested personal pension in its purest sense and allows access to the open market, with no restrictions to fund managers or investments. If an investment is allowable by HMRC and meets certain requirements then Pointon York will allow clients to hold it in their SIPP.

7. High Defaqto rating

We are proud that our Individual SIPP has consistently received a four-star rating from Defaqto and we believe that our strength lies in truly independent SIPP administration.

8. Duty of care

Our commitment to our customers is of paramount importance to us and we take our duty of care to our advisers and their clients very seriously. This is why on certain investments we undertake technical evaluations and carry out due diligence, and sometimes we have to say no to ensure the best interests of the end customer and their SIPP are maintained. As a responsible provider we feel that operating a Master Trust limits the level of risk and burden to the end member.

9. Specialist adviser support team and a dedicated point contact

At Pointon York you can be assured of high quality service that is delivered through our friendly, professional and highly-skilled experts in relationship management, property and operations.  Our Sales Support Team has an average of 15 years’ industry experience and is always on hand to provide the help and support you need.

 *Not all of our online services are available for each product. For further information please speak to a SIPP support team on 01858 419300.  Our Family Trust SIPP is a separate registered pension scheme and is established under a different set of Trust Deed and Rules, so if you want to upgrade your client to this product you will need to complete the relevant forms to set-up the SIPP.

 

Adviser Registration

Provides access to:

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

Register here

Join our Email List

 

 

Join Our Email List
Email:

Pointon York House
Welland Business Park
Valley Way
Market Harborough
LE16 7PS

T
01858 419300
F
01858 419400
E
enquiries@pointonyork.co.uk

Web Design by 1PCS

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