As we are already dealing for over 10,000 pension accounts, providing services to a variety of Pensions Trustees and Administrators, our staff are aware of the complex requirements of dealing for a Pension Scheme. The types of scheme we deal for includes Self Invested Pension Plans, Small Self Administered Scheme and Funded Unapproved Retirement Benefit Schemes.
We have a dedicated department available to answer any queries you may have and look after the operation of your account. The facilities we offer are flexible and can be tailored to meet the requirements of the Pension Scheme. These include:
Dealing couldn't be simpler. By quoting the unique dealing account number that we allocate, our staff can quickly access your records. For the majority of UK listed stocks, the order can be placed and transacted while you are on the phone. You can therefore confirm the price and transaction total at the time of dealing.
Our charging structure is highly competitive and is scaled depending on the settlement arrangements required.
We already provide an established standard service for many pension providers throughout the UK, including many of the market leaders. It may be worthwhile checking that your scheme is not already covered by one of these arrangements as this may save you having to go through the application process. Please note that, due to the regulations governing Pensions, we will require any request for a Stocktrade Dealing Account to be made by your Pension Provider.
If you have any questions or require an application pack, please do not hesitate to contact us on: