iPensions Group expands with SIPP and SSAS book acquisition

Bought book from Morningstar Wealth Retirement Services

Jenna Brown
clock • 1 min read

Provider and administrator iPensions Group has bought a book of legacy self-invested pension scheme business from Morningstar Wealth Retirement Services.

It bought the portfolio of self-invested personal pensions (SIPP) and small self-administered schemes (SSAS), the associated trust company and also takes over as operator and administrator.  The off-platform SIPP and SSAS book features a broad range of invested assets including property, iPensions Group said. iPensions Group chief executive Sandra Robertson said: "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 technologica...

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 Pensions

WBR group buys financial planning firm's SSAS book

WBR group buys financial planning firm's SSAS book

Part of long-term growth strategy

Jenna Brown
clock 05 May 2026 • 2 min read
The £22.40 question: Are clients in the dark on the full state pension?

The £22.40 question: Are clients in the dark on the full state pension?

'The political architecture is elegant, from the Treasury's perspective'

James Floyd
clock 05 May 2026 • 3 min read
Alltrust acquires Phoenix Wealth Family Suntrust schemes

Alltrust acquires Phoenix Wealth Family Suntrust schemes

Completion expected later this year

Jenna Brown
clock 29 April 2026 • 1 min read