Westerby –
The Pension Specialist

 

SIPP and SSAS pension solutions for individuals and businesses

Established in 1996 Westerby are specialist providers of trusteeship and administration services for Self Invested Personal Pensions (SIPP) and Small Self Administered Schemes (SSAS) and are one of only a small number of independent trustees who offer their own SSAS and SIPP plans.

Both SIPP and SSAS plans give you the opportunity to take control of your pension provision and allow you to select from a wide range of investments.

We believe that to ensure impartiality the company should not be authorised to provide financial advice.

Westerby is a member of the Association of Member-Directed Pension Schemes (AMPS) and, as part of the Westerby Group, our administration system and procedures are regularly reviewed to ensure we provide efficient and cost effective services for our clients.

Services

SIPP

Learn about how a Self Invested Personal Pension (SIPP) allows you to manage and choose your own investments.

Learn more

SSAS

Learn about the advantages of a Small Self Administered Scheme (SSAS) to many small to medium sized businesses.

Learn more

Commercial Property

Learn about holding commercial property in a Self-Invested Personal Pension (SIPP) or Small Self-Administered Scheme (SSAS).

Learn more

Commercial Property Funding Review

Did you know you can fund a commercial property purchase through your business?

If you want to acquire a commercial property for your business, there are a few ways to go about it and you may already be considering the most suitable option for you. Why not book a call with one of our new business consultants to discuss your options?

Protected: Budget 2024 – Pension Schemes & Three Key Changes

Password Protected

To view this protected post, enter the password below:

Westerby Sponsor Leicestershire County Cup Referees

As a long-term County Cup supporter, Westerby is delighted to announce our sponsorship of the Leicestershire referees in this season’s Leicestershire & Rutland County Cup tournament. This new sponsorship was announced at the Leicester & Rutland FA Referee...

Westerby Private Pension awarded a Defaqto 5 star rating for the 8th year.

We are delighted to announce that our full SIPP product, has been awarded a Defaqto 5 Star Rating for 2024. We have proudly achieved this prestigious rating 8 years in a row since first entering for the first time in 2016. Defaqto Star Ratings independently rate...

Westerby Group triumphs at Business Fives: more than just winning!

On Thursday, August 15th, Westerby Group proudly demonstrated their prowess at the Business Fives Summer Season event at the Goals venue in Leicester. Showcasing both competitive spirit and camaraderie, the team exhibited football talent and a strong commitment to...
Do you have a Hartley Pension and looking for an alternative provider to Morgan Lloyd?
Do you have a Hartley Pension and looking for an alternative provider to Morgan Lloyd?