We have updated section 3 in our Terms and Conditions of Business that explains how client money is held and protected under the rules of the Financial Conduct Authority’s Client Assets Sourcebook (CASS). There is no change to the way your money is managed. The update is to provide clearer and more transparent information. View our Current Terms and Conditions of Business

Mon - Fri 09:00 - 17:00 0330 838 3705
We have updated section 3 in our Terms and Conditions of Business that explains how client money is held and protected under the rules of the Financial Conduct Authority’s Client Assets Sourcebook (CASS). There is no change to the way your money is managed. The update is to provide clearer and more transparent information. View our Current Terms and Conditions of Business

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McGrathNicol, the Receivers of Brite Advisors Pty Ltd (in liquidation), have issued an important update regarding complaints being handled through the Australian Financial Complaints Authority (AFCA) and the process for clients to access their Brite records. Key Points AFCA has now received approximately 700 complaints relating to Brite Advisors. The Receivers have received around 90 individual information requests from...
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We are pleased to announce that Alltrust has agreed to acquire the Phoenix Wealth Family Suntrust schemes. This marks a significant milestone, bringing together two pioneering family pension trust propositions originally created to meet the evolving needs of advisers and their clients in managing wealth across generations. As part of this transition, members can be...
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McGrathNicol, the Receivers of Brite Advisors Pty Ltd (In Liquidation), have today issued a further update to Corporate Trustees and Beneficiaries confirming the procedures now in place for redirecting future distribution payments. There are two routes available to Beneficiaries who have terminated, or intend to terminate, arrangements with their original Corporate Trustee: Appoint an alternative...
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Alltrust has a new main contact number. As our business continues to grow across multiple offices, we have moved to a single non‑geographical number to make it easier for members, advisers and partners to contact us, no matter where they are calling from. New Alltrust Contact Number:📞0330 838 3705 This is the only number to...
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We are aware of recent correspondence that some members have received in relation to Store First Newco Limited and the purported appointment of a liquidator. Following a review by our internal teams, and based on information from official sources, we believe this correspondence is most likely a scam. We are currently investigating the matter and have...
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Alltrust has launched a new Sophisticated Investor Self-Invested Personal Pension (SIPP) designed for high-net-worth individuals, experienced investors and the professional advisers who support them.This purpose-built SIPP goes beyond the traditional model, offering expanded investment freedom with access to a broad range of permitted assets, including private markets, commercial property, AIM securities, gold bullion, REITs and...
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Alltrust Services Limited Acquires PSG’s SIPP Business Strategic acquisition expands Alltrust’s pension administration services to over 11,000 members, strengthens property investment expertise, and accelerates digital innovation  London, 28 October 2024 — Alltrust Services Limited, a leading UK-registered pension provider and retirement services company, today announced the acquisition of PSG SIPP Limited’s Self-Invested Personal Pension (SIPP)...
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We are delighted to announce that Alltrust, a subsidiary of The UAP Group, along with The UAP Group itself, have been recognized for their excellence at the 25th annual Investment International (II) Awards. This prestigious event, held on October 10, 2024, in London’s Covent Garden, celebrates the best in the financial services sector. Our Achievements...
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Welcome to the all new Alltrust website. This is part of an ongoing effort by the business to rebrand following the acquisition of the business by the UAP Group, and refresh the branding and identity for Alltrust going forwards. James Floyd Managing Director of Alltrust said: “We are excited to finally release our new identity...
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Press Release: Salisbury, December 18, 2023 Alltrust, a leader in Pension administration, confirms the unwavering stability and operational independence of its pension schemes, despite recent developments surrounding Rowanmoor Trustees. In March 2023, Alltrust successfully acquired the Rowanmoor SIPP pension book, a move aimed at enriching its service offerings and enhancing client experience. Following the declaration of default...
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