About Whitehall

We are a specialist firm providing administration and trustee services to self-administered pension schemes

The Whitehall Group is an independent professional trustee and scheme administrator providing operational services to self-administered pension schemes.

We have over 40 years’ experience specialising in self-administered pension schemes and have developed a wealth of knowledge and commitment to delivering the level of service you expect, with complete support throughout the entire process of investment and that all important time of reaping the benefits.

We provide whole of market access combined with a highly competitive and clear pricing structure. This, coupled with our simple and well-developed processes allows for efficient administration whilst treating our customers fairly.

It is important to stress that the pension schemes we operate are registered with and regulated by HM Revenue & Customs and the Pensions Regulator. We are not financial advisers and are not authorised or regulated by the Financial Conduct Authority to give financial or investment advice. All pension schemes are also registered with the Information Commissioner.

We provide national coverage with clients ranging the length and breadth of the country and are members of our trade association the Association of Member Directed Pension Schemes (AMPS).


With 5 Star Ratings from all ratings agencies we are confident that we provide a top-class product with the service and technical knowledge to support it.

The Owners


Jane Davies - BA (Hons) Cert PFS

Jane was born and raised in Salford and entered financial services in 1997. Rising quickly through the ranks she was a company director by the age of 25 attaining an Open University degree in the process. Jane has developed, managed, sold and operated SSASs for over fifteen years. A keen traveller and theatre goer, she likes to enjoy the finer things in life.
jane.davies@whitehallgroup.co.uk

Richard Mattison - BSc (Hons) ACII Dip PFS

Richard was raised in the West Country before attending the University of Reading. He commenced his career in life insurance in 1988 before starting in the SSAS business in 1990. Since then he has specialised in the field of SSAS and SIPP and has managed, launched, operated and sold award-winning pension products for many years. He is an enthusiastic music lover with a special affection for Elvis Presley.
richard.mattison@whitehallgroup.co.uk

Tesimonials

Service is our business and we are committed to providing the highest level of administration, systems and technical expertise available within our industry. Our service levels below are maintained and monitored monthly.

The service standards we publish are based on us receiving all the correct documentation and we aim to work within these. However we cannot guarantee to meet them where we are impeded by the actions of third parties.

 Just a quick thank you from me for the service provided to these clients. From previous experience with others, I did not think it would happen in time. Much appreciated.
IFA
 Thanks for your follow up. This kind of due diligence is assuring me that I chose Whitehall for good reasons.
Client
 I thought I should let you know what a great job you’re doing for us. Your proactive approach in an industry dominated by call centre button pushers is a breath of fresh air.
IFA
 Your business shows considerably more integrity and technical knowledge than the vast majority of other SSAS providers.
Client
 Cannot thank you enough for pulling out all the stops on this one. Really appreciate your help and support
IFA

Service Levels

1
day
2
days
3
days
4
days
5
days
Investments
Conventional Investments & Bank Applications
Esoteric Investments
Cheques & Invoices
Loans
Unquoted shares
Loans
Property
VAT
Scheme Structure
New Employer
New Member
New Schemes and Scheme Benefits
Retirement *
Death **
Transfers-in
New Schemes & Takeovers ***
General Work
Banking tasks
Valuations & Statements
Introducers Terms of Business
General Post
ICO/TPR

Notes

  • * Retirement: Where we have received the necessary documentation and valuations of the scheme investments in order to calculate the split of fund and subsequently, the retirement benefits.
  • ** Death: Where we have received the relevant documentation and information to verify the death of a member, the beneficiaries and valuations of the scheme investments in order to calculate the split of fund and subsequently, the death benefits.
  • *** New Schemes and Takeovers: This is for the work involved in processing the initial stage of a new application, takeover or conversion. The establishment of a SSAS will normally take several weeks where registration is required with HM Revenue & Customs. With a takeover or a conversion, we must rely on the timescales of third parties.

Contact Us

Whitehall Group (UK) Limited
Warth Business Centre,
Warth Road,
Bury, BL9 9TB
03302 232 300
enquiries@whitehallgroup.co.uk

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