Financial institution advice

Financial institutions, such as insurance companies, investment trusts, asset managers, banks and others are expanding their pension products, including SIPPs, SASSs, GPPPs and QROPS, in response to the decline in the provision of salary-related company-sponsored arrangements.

Key Contacts

All pensions contacts

Your specialist Pinsent Masons teams can help you

  • Draft and update policy documents
  • Produce simple to complete application forms
  • Create documentation for SASSs, SIPPs (including corporate SIPPs) and personal pensions
  • Suggest technical considerations at product design stage
  • Help manage the response to consumers and regulators following the discovery of flaws in existing products
  • Produce and vet product literature
  • Create purpose-built corporate pensions documentation
  • Manage disputes
  • Design asset management documents which are user-friendly

The firm is a member of the IMA and other institutional bodies with access to their guidance and technical advice.

Related Sectors

All sectors