We are delighted to announce the acquisition of the legacy specialist SIPP and SSAS Business from Morningstar Wealth Retirement Services.

A specialist pension provider and administrator, iPensions Group, have acquired a portfolio of SIPP and SSAS business from Morningstar Wealth Retirement Services Ltd, acquiring the associated trust company and taking over as the operator and administrator.

The acquisition builds on iPensions Group’s growth strategy driven by technology-enabled solutions combined with deep technical knowledge and administrative excellence.

The SIPP and SSAS business to be transferred to iPensions Group is a legacy off platform book and features a broad range of invested assets including the interests of the schemes’ members in property.  iPensions Group has a well-established specialist team dedicated to servicing clients’ property holdings within their portfolio

This latest acquisition builds on iPensions Group’s growth strategy to focus on opportunities to acquire SIPP and SSAS pension businesses that will benefit from our administrative excellence and technical expertise and follows the acquisition of the Edinburgh-based SIPP provider, Forthplus.

Group Chief Executive Officer, Sandra Robertson commented: “This latest acquisition exemplifies our focus on identifying and transferring books of business where schemes and their members will benefit from our deep technical expertise and commitment to administrative and technological excellence supported by the highest standards of personal service.”

We look forward to supporting Morningstar’s members and their diversified pensions assets which includes a focus on property that requires the specific pensions technical expertise we can offer.




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iPensions Group Limited is authorised and regulated by the Financial Conduct Authority, Licence Number 464521.