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Are You a Financial Adviser?

Whitehall Group is a manufacturer and distributor of SIPPs and SSASs. Our principal focus for distribution is via Independent Financial Advisers (IFAs).

Please see our Target Market and Fair Value statements and our SIPP due diligence and SSAS sales aids for full details.

In order to accept business introductions from you, please can you print, complete and return our Introducers Terms of Business.

Our SIPP is focused on individuals who want to purchase commercial property with their pension scheme whilst using standard assets for the investment of accumulated rental income.

Our SSAS is aimed at company directors with three types of characteristic:

  1. Directors of limited companies with a common investment strategy (e.g. to purchase commercial property).
  2. Those who wish to develop a family pension scheme to pass wealth down the generations without incurring tax.
  3. Those who wish to use their pension scheme to invest in assets not available with a conventional pension scheme or SIPP (e.g. loans to their business, non-standard assets and private equity).

Our fair value assessment gives minimum starting funds in the first twelve months of £100,000 for a SIPP and £150,000 for a SSAS.

We are happy to provide you with support through training and via our suite of technical guidelines and we are happy to discuss any specific enquiries with you.

If you are interested in our products and services for your clients, please get in touch.