A Yorkshire-based IFA firm has launched its own white-label self-invested personal pension through Sipp provider Talbot and Muir.
Mount Sterling Wealth’s Sipp will be underpinned by Talbot and Muir’s technical support, and administrative and trustee functions, which will be marketed to existing and prospective clients of MSW as a wrapper for their pension fund investments.
The MSW Sipp will allow investments including traded equities, investment funds and discretionary fund managers, and clients will be able to invest in commercial property through Talbot and Muir’s Elite Retirement Account.
It will also offer retirement options including flexi-access drawdown and uncrystallised funds pension lump sum.
Graham Muir, principal of Talbot and Muir, said: “We look forward to working in partnership with MSW to aid its exciting growth strategy by providing a cost-effective solution to the pension planning requirements of their clients, and enhancing MSW’s wealth management offering”.
Scott Robinson, managing director of MSW, said: “Having become increasingly disenchanted with the level of service provided by the mainstream Sipp, we undertook stringent due diligence to ensure we are working with a firm that provides high quality administration, strong technical support and is committed to the market.
“We found all of this with Talbot and Muir.”