Alltrust Services Limited
- Company typePrivate
- Founded2005
- HeadquartersCardiff, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingServices
Alltrust Services Limited firmographics
Firmographics- Name
- Alltrust Services Limited
- Legal name
- Alltrust Services Limited
- Website
- https://alltrust.co.uk
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Alltrust Services Limited industry classification
Industry- Product category
- Pension Administration and Trustee Services
- NAICS
- Pension Funds (52511), Insurance and Employee Benefit Funds (5251)
- akta.pro primary industry
- Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
- akta.pro secondary industries
- Personal & Family Trust Services (FSAAANAA), Pension & Institutional Custody (ERISA/Trustee Custody) (FSAFAHAE), Directed Trust & Trust Advisory Services (FSAAANAK)
Keywords
Where Alltrust Services Limited is headquartered
LocationHeadquarters
- HQ city
- Cardiff
- HQ country
- United Kingdom
- HQ region
- Europe
Offices3 records
Markets served
Alltrust Services Limited business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- SIPP Administration Fees: Fees charged for establishment, annual administration, and transactional activities related to Self-Invested Personal Pension accounts. Fee schedules are published for Product Fees and Transactional Fees.
- Family Pension Trust Administration Fees: Annual and transactional fees for the Family Pension Trust (FPT) product, a pooled SIPP structure for families and like-minded groups.
- Property Administration Fees: Fees applicable for the administration of commercial property held within SIPPs, including due diligence, valuation, and ongoing property management compliance.
- SSAS Administration Fees: Fees for Small Self-Administered Scheme trustee and administration services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Product Fee Schedule (SIPP) — establishment and annual fees |
| Transaction based/ take rate | Pay-as-you-go | Transactional Fee Schedule (SIPP) — per-transaction fees |
| Transaction based/ take rate | Pay-as-you-go | Property Fee Schedule — property administration fees |
| Subscription | Annual | Family Pension Trust Fee Schedule (FPT) — annual and transactional fees |
| Subscription | Annual | Sophisticated Investor SIPP Fee Schedule — establishment and annual fees |
| Subscription | Annual | Group SIPP Fee Schedule — establishment and annual fees |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Alltrust Services Limited product offering
Product offeringCore offering
Alltrust Services Limited provides trustee and administration services for UK Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSAS). Its product suite includes the Alltrust SIPP, Family Pension Trust (FPT), Sophisticated Investor SIPP, Group SIPP, and SSAS services, supported by SIPP property administration, suitability due diligence, and a client portal. The firm distributes exclusively through regulated financial advisers and integrates with 15 preferred investment platform providers via a third-party platform administered by Platform One.
Product overview
Alltrust Services Limited is a UK-based pension trustee and administration services provider offering a suite of Self Invested Personal Pension (SIPP) and Small Self-Administered Scheme (SSAS) products. The core offering includes the Alltrust SIPP, Family Pension Trust (FPT), and SSAS services, complemented by specialized products such as the Sophisticated Investor SIPP for high-net-worth clients. The company has expanded through acquisitions (PSG SIPP business, Phoenix Wealth Family Suntrust schemes) and provides digital tools including retirement, drawdown, annual allowance, and compound interest calculators. Services are delivered through direct integration with fifteen preferred investment platform providers including 7IM, AJ Bell, Brooks Macdonald, Quilter, Rathbones, and Transact, with the underlying platform administered by Platform One.
Differentiator
Problem solved
Functional benefit
Brands
- Alltrust SIPP: Self-Invested Personal Pension providing flexibility in investment options and retirement planning.
- Family Pension Trust (FPT)
- PSG
- Sophisticated Investor SIPP
Products and services
- Alltrust SIPP Self-Invested Personal Pension that allows considerable flexibility in both investment options and retirement planning, with access to a wide range of permitted investments including property, stocks, funds, and commercial assets. Targeted at individuals seeking investment control within a pension wrapper.
- Family Pension Trust (FPT) A type of SIPP independently established for the benefit of members who may be a group of like-minded individuals or family members, enabling multi-generational wealth management with shared trustee governance and bespoke administrative support.
- Sophisticated Investor SIPP A purpose-built Self-Invested Personal Pension designed for high-net-worth individuals, experienced investors, and professional advisers. Offers expanded investment freedom including access to private markets, commercial property, AIM securities, gold bullion, and REITs.
- Group SIPP
- SSAS (Small Self-Administered Scheme) Small Self-Administered Scheme services providing trusteeship and administration for occupational pension schemes with greater control over investments, decision-making, and the ability to hold commercial property. Targeted at small businesses and company directors.
- SIPP Property Administration Services Specialized services for purchasing, managing, and holding commercial property within SIPPs, including due diligence, valuation, approval processes, property insurance, and ongoing administration. Targeted at SIPP members wishing to hold commercial property within their pension.
Companies that use Alltrust Services Limited
Customer profileSegments5 records
Ideal customer profiles5 records
Alltrust Services Limited technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration17 records
Feature5 records
Alltrust Services Limited partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered preferred and core.
- 7IMpreferred7IM is one of Alltrust's 15 strategic preferred providers, selected for technological capabilities, service excellence, and regulatory compliance alignment. Direct data integration enables seamless investment management and reporting within the Alltrust platform ecosystem.
- AJ Bell InvestcentrepreferredAJ Bell Investcentre is one of Alltrust's 15 strategic preferred providers, included for its technological capabilities, service excellence, and ability to support Alltrust's alignment with upcoming regulatory requirements including the pensions dashboard.
- Brooks MacdonaldpreferredBrooks Macdonald is one of Alltrust's 15 strategic preferred providers, selected alongside leading UK investment managers for technology integration and service excellence.
- CanaccordpreferredCanaccord is one of Alltrust's 15 strategic preferred providers, selected for technological capabilities and service excellence in investment asset custodianship.
- Hubwise (including selected white-labelled partner firms)preferredHubwise is one of Alltrust's 15 strategic preferred providers, selected for its technological capabilities and service excellence. The partnership includes selected white-labelled partner firms under Hubwise.
- Klienwort HambrospreferredKlienwort Hambros is one of Alltrust's 15 strategic preferred providers, representing one of the UK's most respected names in investment asset custodianship and associated activities.
- LGT VestrapreferredLGT Vestra is one of Alltrust's 15 strategic preferred providers, selected for its technological capabilities, service excellence, and respected position in investment asset custodianship.
- QuilterpreferredQuilter is one of Alltrust's 15 strategic preferred providers, selected for technological capabilities, service excellence, and alignment with regulatory requirements.
- RathbonespreferredRathbones is one of Alltrust's 15 strategic preferred providers, included as one of the UK's most respected names in investment management and custodianship.
- RBC Brewin DolphinpreferredRBC Brewin Dolphin is one of Alltrust's 15 strategic preferred providers, selected for its technological capabilities and service excellence as a respected investment manager.
- Scottish Widows PlatformpreferredScottish Widows Platform is one of Alltrust's 15 strategic preferred providers, selected for its scale, technology capabilities, and service excellence.
- StocktradepreferredStocktrade is one of Alltrust's 15 strategic preferred providers, selected for its platform capabilities and service excellence supporting Alltrust's investment integration requirements.
- Telford MannpreferredTelford Mann is one of Alltrust's 15 strategic preferred providers, selected for its technological capabilities and service excellence in supporting Alltrust's regulatory and operational requirements.
- TransactpreferredTransact is one of Alltrust's 15 strategic preferred providers, selected as one of the UK's most respected platform providers for investment asset custodianship and associated activities.
- Platform OnecorePlatform One (registered in England number 06993268) is authorised and regulated by the FCA under Firm Reference Number 542059. Platform One provides and administers the Alltrust Platform — the underlying technology infrastructure on which Alltrust's SIPP and related products are delivered. Platform One's registered address is Peartree Business Centre, Cobham Road, Wimborne, Dorset BH21 7PT.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
Alltrust Services Limited competitors and assessment
Company assessmentBroad incumbents
- AJ Bell: One of the UK's largest SIPP and SSAS providers with the AJ Bell Youinvest and Investcentre platforms. Overlaps directly with Alltrust's SIPP/SSAS proposition but operates at substantially greater scale with proprietary platform technology.
- Hargreaves Lansdown: Largest UK retail investment platform with a substantial SIPP offering and active financial adviser distribution. Comparable as a SIPP/SSAS competitor though much broader in product scope than Alltrust's specialist focus.
- Interactive Investor: UK flat-fee investment platform offering SIPP, ISA, and trading accounts. Overlaps with Alltrust in retail advised SIPP market though iinvestor's distribution is increasingly direct-to-consumer.
- MUFG Pension & Market Services: Global pension administration business (formerly Link Group) operating at very large scale across UK, Europe and APAC. Comparable as pension administrator but at substantially greater scale and broader product set than Alltrust.
Direct peers
- Embark Group: UK SIPP and SSAS specialist administrator serving retail and advised clients, acquired by Lonsdale Capital Partners from Bain Capital in 2025. Closest direct peer to Alltrust's specialist SIPP/SSAS proposition and B2B2C adviser-led model.
- Curtis Banks: UK specialist SIPP and SSAS provider acquired by Openwork in 2023. Highly comparable business model focused on advised SIPP/SSAS administration and formerly listed on the London Stock Exchange.
- Barnett Waddingham: UK actuarial and pension administration consultancy offering SSAS and group SIPP services. Directly comparable specialist pension administrator with similar adviser-distributed B2B2C model.
- Intelligent Pensions: UK specialist SIPP and SSAS administrator. Direct niche peer with similar adviser-led distribution, FCA authorisation, and focus on self-invested pension administration for HNW and sophisticated clients.
Emerging players
- PensionBee: Modern UK pension consolidator with direct-to-consumer model and listed on the London Stock Exchange. Comparable as a SIPP-style consolidator but operates a DTC rather than advised distribution model.
- Penfold: Digital SIPP provider targeting small business owners and the self-employed. Adjacent competitor in the retail SIPP market with a direct-to-consumer digital proposition rather than an advised model.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks5 records
Key highlights6 records
Customer concentration
Alltrust Services Limited compliance and trust
Trust signalCompliance7 records
Alltrust Services Limited financial estimates
Financial estimateRevenue estimate
Valuation estimate
Alltrust Services Limited leadership team
Management profileNumber of profiles
Profiles1 record
Alltrust Services Limited subsidiaries and ownership
Company hierarchySubsidiaries8 records
Alltrust Services Limited funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Alltrust Services Limited M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Alltrust Services Limited
What does Alltrust Services Limited do?
Alltrust Services Limited provides trustee and administration services for UK Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSAS). Its product suite includes the Alltrust SIPP, Family Pension Trust (FPT), Sophisticated Investor SIPP, Group SIPP, and SSAS services, supported by SIPP property administration, suitability due diligence, and a client portal. The firm distributes exclusively through regulated financial advisers and integrates with 15 preferred investment platform providers via a third-party platform administered by Platform One.
Is Alltrust Services Limited a public or private company?
Alltrust Services Limited is a private company. It is classified as corporate owned and is currently operating.
When was Alltrust Services Limited founded?
Alltrust Services Limited was founded in 2005. It employs 11 to 50 people.
Where is Alltrust Services Limited based?
Alltrust Services Limited is headquartered in Cardiff, United Kingdom, in the Europe region.
How does Alltrust Services Limited make money?
Four revenue lines are on record. SIPP Administration Fees are the primary driver. The others are family Pension Trust Administration Fees, property Administration Fees and SSAS Administration Fees.
Who are Alltrust Services Limited's main competitors?
Broad incumbents on record are AJ Bell, Hargreaves Lansdown, Interactive Investor and MUFG Pension & Market Services. Direct peers are Embark Group, Curtis Banks, Barnett Waddingham and Intelligent Pensions. Emerging players are PensionBee and Penfold.
Does Alltrust Services Limited have an API?
No public API is recorded for Alltrust Services Limited.
What industry is Alltrust Services Limited in?
Alltrust Services Limited's product category is Pension Administration and Trustee Services. Its primary akta.pro industry code is FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail), with a secondary code of FSAAANAA, Personal & Family Trust Services. Its NAICS code is 52511.