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Pershing launches SIPP for wealth management and adviser clients


Pershing has launched a Self Invested Personal Pension (SIPP) solution for its wealth management and financial adviser clients.

By choosing the SIPP solution wealth managers and advisers will benefit from full integration within NexusComplete, Pershing’s next generation online platform for account management, order execution and portfolio management.
The SIPP solution has been designed to offer transparency and streamline administration for Pershing’s clients.
In addition to transparency and efficiency, the Pershing SIPP will offer:
• Access to a whole of market investment range featuring a wide range of funds and securities;
• A low-cost fee structure;
• Online services including a projection tool, literature library, valuations and transactions summaries;
• A consolidated wealth view incorporating investors’ retirement funds with their other investments.
“The introduction of the Pershing SIPP is a reflection of our commitment to delivering choice, safety and value to our UK clients,” says Kevin Bonar, CEO of Pershing Limited. “Our SIPP solution is transparent, efficient and cost effective, reducing the administrative burden for clients so that they can focus on managing and advising on investor assets. Our parent company, BNY Mellon, is the largest provider of custody and safe-keeping services in the world and introducing the new solution builds on this base. Our clients are seeing strong demand for SIPPs thanks to the wide investment choice, tax advantages and the range of retirement options available. The latest addition to our range of solutions will help our clients meet this demand with a simple and easy to manage solution.”
The new SIPP will be offered alongside the existing range of third-party SIPPs Pershing already offers through its wrapper network.

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