SIPPs

Silver & Drinks Reception Sponsors:

Bank of Scotland

Every Pension Fund requires a bank account. Bank of Scotland has a highly trained pensions team experienced in Current Accounts, Investment Accounts and lending facilities for property purchase. Knowledgeable in the requirements of Trustees, our team understands the different types of schemes and can therefore address the requirements of Trustees and Administrators.

Bronze Sponsors:

Gerrard Investment Management Limited

Gerrard Investment Management Limited provides discretionary investment management for SIPPs, offering your clients a genuinely personalised investment plan, managed by professionals maximising the potential for superior performance. Our unique 5-stage investment process has been designed specifically for SIPPs. Experienced specialists throughout our network of 22 offices deliver a truly personal service.

Lunch Sponsors:

Capita PPML

Capita PPML provides the administration of specialist pensions products and related investment administration services. Its clients include a large number of major life offices, private client stockbrokers and investment trust providers. Capita PPML is a market leader in self invested pension administration.

Exhibitor:

Butterfield Private Bank

The City of London based Butterfield Private Bank prides itself on building partnerships with pension specialists. By providing a collection of complimentary pension services - Self Invested Personal Pensions with pension mortgages, specialist pension banking and optional discretionary investment management - we can help you and your clients unlock the full potential of their self-directed pensions. For further details telephone 020 7776 6755.

Exhibitor:

Delta Financial Systems Ltd

Delta Financial Systems supply market-leading administration systems dedicated to the self-invested pensions sector. Our SSAS~Pro and SIPP~Pro solutions are designed from the ground up to enable SSAS and SIPP practitioners to fulfil all their regulatory, legal and professional responsibilities. Delta’s unique service level agreement and unrivalled track record of ongoing upgrades ensures our users continue to derive maximum advantage from their systems, both pre and post A-Day.

Exhibitor:

Dunstan Thomas

Technology solutions and process outsourcing services for the SIPP and post A-Day market. Imago is built upon a series of components that can be used together or in isolation. It includes Illustrations, Reviews, SMPI, Process Management, CRM, Portals, Administration and Property Management. Imago provides a truly flexible and scaleable solution.

Exhibitor:

Trethowans Solicitors

Salisbury and Southampton-based Trethowans Solicitors is recognised as one of the UK’s leading commercial property pension specialists. They are involved in over 700 property transactions for pension funds each year and advise James Hay Pension Trustees Limited and many other national Pension Trustees on their commercial property dealings.

Exhibitor:

Financial Risk Solutions – Invest|Pro™

Invest|Pro™ is an administration system which enables companies to administer SIPP’s, SSAS, SSAPS, Life Assurance Funds, Mutual Funds, Unit Trusts and Personal Portfolio Bonds in a controlled resource efficient way. Invest|Pro™ is a complete solution for the administration of self-directed and self-administered pension schemes. FRS also has an Actuarial Consultancy www.InvestPro.co.uk

Exhibitor:

Cater Allen Private Bank

Cater Allen Private Bank are delighted to be participating in the Henry Stewart SIPP Conference. For nearly ten years Cater Allen Pensions Limited has acted as a SIPP provider to Pensioneer Trustees who wish to establish their own branded SIPPs. We now offer branded SIPPs to 27 Pensioneer Trustees and have gained a great deal of expertise in this market.

Exhibitor:

Sirius Financial Solutions

For over 20 years, Swift software has been driving the day-to-day businesses of 1,000Õs of financial advisers & pension trustees worldwide. SwiftÕs SIPPs product deals with all of your IT needs Ð offering you a total managed solution, which reduces your costs, saves you time and gives you peace-of-mind.