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INTERMEDIARY SERVICES

IFAs

Administration-only services
We are a specialist pension provider committed and focused on the fully bespoke self-invested pension market, distributing our products via IFAs and other intermediaries.

Fundamental to our success is the internal structure which enables us to provide a tailored, technical and professional service which ensures your clients can maximise their pension arrangements.  Our proposition to IFAs and their clients includes:

  • Personalised quality administration
  • Bespoke technical support
  • Fully flexible products
  • Transparent fee structure
  • Financial strength and security

As an independent trustee and pension administrator, we are a well-established group, administering over 6000 SIPP and SSAS schemes, providing true depth of knowledge and expertise.  

For administration-only services, your clients will be managed by a separate division of our group, ensuring that there is no conflict of interest and roles are clearly identified.

To ensure IFAs can provide full flexibility within their advice to their clients, we do not operate on panels, therefore, allowing full access to investments and deposits, and providers of professional services.  We also allow alternative investments and direct ownership of property.  We will consider all suitable investments and provide interpretation of legislation with the client's best interests at heart to avoid unnecessary tax charges.

Core to our product offering is a professional and personalised service, starting with each client having their own client relationship manager to deal with the day-to-day administration requirements of their scheme in a proactive fashion.  Many volume players in the SIPP market use a systems-based approach which lacks client focus. In comparison, we believe we can add real value and a more personalised approach.

Broader services
Your relationship with your client is important and by offering a personalised service, we will look at ways in which we can work with you to enhance and support your existing relationship.  We will not encroach on your relationship as adviser to your client but are able to offer on-going technical support on existing and new legislation and ‘out of the box’ pension solutions, if required.  Our consultants can also work with you to ensure that the ‘pensions’ or ‘wealth’ solution interacts with any planning you already have in place for your client.

As a leading financial services group, we also offer wider wealth and employee benefits services which you can tap into, as required.

New to Mattioli Woods?
We are committed to developing relationships with IFAs.  If you would like to discuss partnership opportunities, please email us at marketing@mattioliwoods.com and one of our business development managers will give you a call or arrange a meeting.  

We look forward to hearing from you and building a mutually beneficial relationship!

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