City Trustees - part of Mattioli Woods

News and Media

11 March 2014

City Trustees enters into strategic partnership with Adviser Home

City Trustees, a specialist pension provider in the bespoke self-invested pension market and part of Mattioli Woods plc, has announced that it has entered into a strategic partnership with Adviser Home, the marketing and business development portal.

Adviser Home will work with City Trustees to help advisers expand their bespoke pensions' practices. They will also engage with its online adviser community to help them access and effectively utilise the range of pension solutions that City Trustees offers. In addition, Adviser Home will work with City Trustees in the development of an adviser academy to offer technical and business support to advisers in the pensions market.

Andy Kirby, Director, Adviser Home, commented:

"We are delighted to welcome City Trustees as a strategic partner. They have outstanding expertise, and through our on- site Bespoke Pensions Centre and a programme of communications we will work with them to help the adviser market develop their practices."

Ed Carey, Managing Director of City Trustees, added:

"Through the Adviser Home platform, we will be able to support advisers in developing their businesses through a structured and efficient approach. Our emphasis will be on the technical support we can offer to advisers requiring more sophisticated pensions-based solutions for their clients, and on sharing our experience of outstanding client outcomes."

The partnership with Adviser Home follows a successful year for City Trustees, which continued to enjoy strong growth. Following the acquisition of Ashcourt Rowan plc's pension business and its appointment to operate The HD SIPP in 2013, the number of SSAS and SIPP schemes administered by City Trustees grew 36.1% to 2,328.


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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.