City Trustees - part of Mattioli Woods



News and Media

21 June 2013

City Trustees is awarded 5 Star Defaqto Rating for SIPP product for the second year running

We were delighted yet again to be awarded the highest 5 Star Rating in Defaqto's Star Ratings for self-invested personal pensions (SIPPs). The Star Ratings provide an independent quality assessment of SIPPs, based on the features they offer and the quality of their service offering to advisers, giving a rating from one to five stars for every available SIPP on the market to indicate their position.

When awarding SIPPs a Star Rating, Defaqto looks at a range of features, including Minimum insured investment, Capped drawdown, Unit trusts/OEICs and Commercial property. 5 stars are only awarded to the top 10% of policies and to achieve the top rating, a SIPP must also include certain core features such as the facilitation of in-specie transfers out and the provision of consolidated tax statements.

City Trustees, which is part of the Mattioli Woods Group, distributes its products exclusively via IFAs, wealth managers and other intermediaries and core to its SIPP offering is a transparent fee structure and a bespoke service with each client having their own dedicated account manager. The City Trustees SIPP provides clients with full control of all aspects of their pension planning and allows diversification through a wide range of investments, including commercial property, equities, a full range of deposits and the ability to undertake client-related transacting.

To find out more about Defaqto Star Ratings, visit www.defaqto.com/star-ratings

 

< Back to News

 

City Trustees is a trading name of Mattioli Woods plc. For news updates on the Group, please visit our central News & Media on the Group website.