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

Revised transfer regs widely backed but industry calls for 'clear and practical' guidance

Revised transfer regs widely backed but industry calls for 'clear and practical' guidance

DWP makes key changes to traffic-light transfer conditions

Jonathan Stapleton
clock 10 June 2026 • 7 min read
DWP consults on new red flag to address emerging SSAS transfer concerns

DWP consults on new red flag to address emerging SSAS transfer concerns

Minister says SSASs may be more vulnerable to the potential for fraudulent misuse

Jonathan Stapleton
clock 09 June 2026 • 3 min read
Why pension transfers remain stuck in the slow lane

Why pension transfers remain stuck in the slow lane

'Some providers complete transfers in as little as five days on average, others take up to 90'

Lisa Picardo
clock 08 June 2026 • 5 min read