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.

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SSAS

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

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Commercial Property

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

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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?

The Westerby Group expands with Redswan Ltd acquisition

The Westerby Group has acquired Redswan Ltd, a Manchester-based specialist pension provider and Independent Financial Adviser. The asset purchase brings Redswan's IFA business and trustee companies into the Westerby brand, marking another milestone in our strategic...

Westerby Group announces Employee Ownership Trust

On Wednesday, 26th March, Westerby’s founder and chairman, Les McLintic, announced to staff that the company is now an Employee Ownership Trust (EOT). This transfer of ownership of the group makes Westerby employees potential beneficiaries of future profits. This...

A Memorable Evening at the Annual Westerby Company Ball 2025

The Annual Westerby Company Ball was held on the 17th of January 2025, uniting approximately 100 attendees for an evening of celebration, recognition, and camaraderie. This year’s theme, “Black and White,” set a sophisticated backdrop, emphasising the elegance and...

Budget 2024 – Pension Schemes & Three Key Changes

Following on from the 2024 Autumn Budget on 30th October 2024, the Chancellor unveiled some reforms to pensions and tax, that may affect you and, in particular, your pension planning. A brief roundup of these changes is summarised below: Inheritance Tax (IHT) &...
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?