City Trustees - part of Mattioli Woods



Introducing City Trustees

We are a specialist pension provider and are committed and focused on the fully bespoke self-invested pension market, distributing our products exclusively via independent financial advisers, wealth managers and other intermediaries.

Our products are designed to maximise the full flexibility of pension legislation with a firm focus on treating customers fairly, enabling advisers to provide comprehensive solutions to clients covering all aspects of retirement provision.

Core to our product offering is a professional and personalised service, starting with each client having their own dedicated account manager to deal with the day-to-day administration requirements of their scheme in a proactive fashion. Our proposition to IFAs and their clients includes:

  • Personalised quality administration
  • Bespoke technical support
  • Fully flexible products
  • Transparent fee structure
  • Financial strength and security

For peace of mind, we have professional indemnity insurance of up to £10 million, including cover for fraud, and being part of a group provides us with a robust capital structure, stability and strong capital adequacy.