Alliance Trust completes 4,000 Close ISA/PEP transfers

clock

ALLIANCE Trust Savings has successfully transferred the administration of over 4,200 Close Investments Limited (Close) ISAs, PEPs and share plan wrappers to its open architecture investment platform.

Close investors will now benefit from the greater versatility of Alliance Trust's industry-leading investment service that allows them to choose from more than 3,000 investments, as well as to trade online, by telephone or post. They will also have the opportunity to add to their investments by consolidating all their ISAs and legacy PEPs, as well as SIPPs and non tax-advantaged accounts on one platform with no annual plan charges, and to benefit from a wide range of customer-friendly portfolio management tools and features. Kelly O'Donnell, managing director - distribution, at Alliance...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

FCA reveals first group of financial firms to take part in AI testing

FCA reveals first group of financial firms to take part in AI testing

To deploy ‘safe and responsible’ AI

Cristian Angeloni
clock 03 December 2025 • 1 min read
Providers have 'clear role' to help advice firms with AI governance support

Providers have 'clear role' to help advice firms with AI governance support

Less than 5% of advisers have a full AI policy

Isabel Baxter
clock 02 December 2025 • 3 min read

Fighting financial fraud requires cutting-edge tech – and more besides

'Financial fraud has come a long way since Bruce Wayne's day'

Steve Andrews
clock 28 November 2025 • 4 min read