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Cater Allen in Sipp deal

Cater Allen has teamed up with specialist pension provider Hartley-sas to offer a new self-invested personal pension.

Cater Allen will offer trustee banking services for the Sipp while Hartley-sas will provide expertise in self-administration. Hartley-sas has almost 25 years&#39 experience in the market for small self-administered schemes and Sipps while Cater Allen has been in the Sipp market since 1995.

The Sipp will have no minimum contribution and allows retirement at any age between 50 and 75.

Hartley-sas chairman David Cowgill says: “With many of us living much longer, the efficiency of our pension schemes is becoming more important. We all need to maximise the money we get when we are older and this is where self-administered schemes work well. After all, why should you pay someone to manage your money if you have enough expertise to do it yourself?

“With the Hartley-sas Sipp, Cater Allen will be ensuring that the cash element is working hard to earn a good rate of interest, while we at Hartley-sas will be using our expertise of pension legislation to ensure that appropriate investments are made and that the valuation of the pension funds is administered accurately.”


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