Ascentric the fundsdirect wrap service - moving value and control to the IFA and the client
 
 

Suffolk Life

Suffolk Life’s focus on SIPP administration has earned us a series of awards and an enviable industry reputation. Financial advisers dealing with Suffolk Life find that our high levels of service and dedication to the way they work make applying for and running our SIPPs into a smooth professional experience. Adviser remuneration is built into our applications, and our structure means that you will always be dealing with the same specific team for your calls and queries, and never with a call centre. In October 2007 we also created the Suffolk Life MasterSIPP – one of the first pure SIPPs in the UK to accept protected rights. Thanks to the trust-based structure, non-protected rights can now be genuinely self-invested into a wide array of investments of the client’s choice. In summary we offer:

Protected rights transfers into the Suffolk Life SIPP Protected rights transfers into the Suffolk Life MasterSIPP for genuine self investment of these funds, subject to certain restrictions
Expertise in commercial property acquisition and management Expertise in commercial property acquisition and management
Investor in Customers accreditation Award winning service – best Technology, Admin and Service for SIPPs from Pensions Management five out of the last 6 years including 2007, and the first company to be granted an Investor in Customers accreditation
reduced establishment fee A reduced establishment fee of £200 + VAT for advisers using the Ascentric platform
Secure web portal Secure web portal enabling advisers to view consolidated and detailed client holdings at a glance

Visit the adviser section of our website for detailed information on the intelligent approach to SIPPs, including the facility to create your own client illustrations and download our full suite of literature.

Key literature can be found below:


Key Contacts
Contact Name Phone Number Email Address
Sales enquiries - Sarah Knight 0870 414 7000 sarah.knight@suffolklife.co.uk
Illustrations - James Keely 01473 296748 james.keely@suffolklife.co.uk
Investments - Jessica Ward 01473 296887 jessica.ward@suffolklife.co.uk
Technical queries - Claire Brooks 0870 414 7000 ifaenquiries@suffolklife.co.uk
Property (acquisitions) - David McLaughlin 0870 414 7000 david.mclaughlin@suffolklife.co.uk
Property (acquisitions & management) - Oliver Crichton 0870 414 7000 oliver.crichton@suffolklife.co.uk

Return to Product Partners

As an independent wrap provider, and because we were formed by IFAs for IFAs, we understand that each one of your clients can have very specific and individual needs. Due to the subjective nature of these needs, we will leave the comparison of the Product Partners up to you.

Please note links within this page may take you away from our website.

Ascentric is a trading name of Investment Funds Direct Limited which is part of the Royal London Group and authorised by the Financial Services Authority No. 114432. Registered in England and Wales number 1610781, VAT number 368524427. Registered Office: 9 Palace Yard Mews, BATH, BA1 2NH, Telephone 0871 423 6100.

Telephone calls may be recorded for training and security purposes.