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Standard in Sipp deal with Punter

Punter Southall Financial Management has signed up Standard Life as its exclusive Sipp provider and will adopt a customised version of the Standard’s Sigma platform.

The deal ties Punter Southall FM, the advisory arm of actuaries Punter Southall & Co, to Standard’s Sipp for the next five years.

As part of the arrangement, Standard has added the Io inflation plus fund to the Sigma platform which will sit under the Sipp, offering Punter Southall FM’s clients exclusive access to the portfolio through the Standard platform.

The adviser has also signed up sister group Psigma Investment Management to provide discretionary fund management services for its clients.

Standard managing director (sales) Nathan Parnaby says: “Punter Southall FM’s clients will get advice and servicing, with access to a range of ready- made pension solutions to meet attitudes to risk.”

Punter Southall FM man-aging director Paul Johnston says: “The strength in this agreement between ourselves, Standard and Psigma Investment Management gives our clients access to not only this leading retirement product but also security in the knowledge that three leading companies have helped put this together.”


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