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...
News
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...
How do the EPC rule changes affect commercial properties owned through SIPP and SSAS schemes?
Regulations relating to Energy Performance Certificates (EPC) and the leasing of non-domestic property, known as The Energy Efficiency (Private Rented Property) (England and Wales) Regulations 2015, have provision for changes effective from 1 April 2023. With effect...
Westerby’s annual staff day 2022
Westerby's annual staff day at the Leicester Racecourse on Monday was a great success! It was the first gathering of the whole company since October 2019, and it was wonderful to see everyone back together again. The morning started with presentations from different...
Westerby Trustee Services Limited acquires Corporate & Professional Pensions Limited (CPPL)
We are delighted to announce our acquisition of SIPP company, CPPL. The completion of this acquisition means Westerby Trustee Services will experience a significant increase to our assets under management. Enhancing growth Commenting as the acquisition was announced,...
SIPP
Learn about how a Self Invested Personal Pension (SIPP) allows you to manage and choose your own investments.
SSAS
Learn about the advantages of a Small Self Administered Scheme (SSAS) to many small to medium-sized businesses.
Commercial Property
Learn about holding commercial property in a Self-Invested Personal Pension (SIPP) or Small Self-Administered Scheme (SSAS).
