Who we are

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Who is SIPP Consulting?

We are a specialist financial and pensions consultancy firm, our team have extensive experience in  pension and ISA administration as well as being extremely customer centric.

What services do we provide?

We can provide administration, technical or support services to assist you with a new acquisition, a review of an existing book in light of the new consumer duty regulation or maybe you are seeking to grow your business but don’t want the cost or hassle of employing a number of new staff. Our team will discuss your individual needs and then draft up a plan to be signed off by both parties.

Why should I choose SIPP Consulting?

We have an established team of professionals with years of experience within the financial services industry, you can leverage our teams experience on short term or a longer term contract without the long term costs of having to hire, train and monitor an in house team. Outsourcing some of your administration makes commercial sense, we can provide services from 3 months to longer fixed terms if required. We agree at outset the scope of work to be undertaken and the KPI’s that must be maintained. We can take the hassle and cost out of recruiting new staff and allow you to move forward seamlessly.

What support do SIPP Consulting provide?

We can provide administration, technical or support services. We have an in house team of administrators who can deal with the day to day tasks of pension or investment administration, along with this we have relationships with a number of compliance and legal professionals.

What will our customers think?

SIPP Consulting will provide a first class service to you, so that you can focus on your customers. The customer is at the centre of everything we do and we build our plans with this in mind. Our role is one of support, where we enable you to grow your business without the added hurdles of recruitment, training and monitoring. We will agree KPI’s and will engage your customers to ensure they are satisfied.

Outsourcing sounds expensive and cumbersome

This couldn’t be further from the truth, we take away the recruitment costs, training costs and even possible redundancy costs should the level of growth not be as expected. We can provide services from 3 months to 2 years, we can provide services beyond this, but we would wish to fully review the scope of work at that time. At outset we agree what work we will undertake, what reports you will receive and the frequency of same. You control the scope of work undertaken and the access to records etc. and as such at no time have you ceded control away. What we provide is a streamlined solution which is both agile and efficient in its delivery.

How quickly can you put a solution in place?

We aim to have a solution live within two weeks, this is dependent on the scope of work, your availability and IT infrastructure. However we can work quickly to support your business and will happily move at the pace required.