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Pointon York Launches Family Trust

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Pointon York Launches Family Trust

Pointon York is pleased to announce the launch of its Family Trust, a sophisticated retirement planning tool for families or close business associates which boasts maximum flexibility. Uniquely, The Pointon York Family Trust offers members the option to appoint its Corporate Trustee to alleviate the responsibility of acting as Member Trustees.

Catherine Christopher, Technical Specialist, said: "Our bespoke Family Trust product can deliver Scheme Pension in retirement to ensure that the savings amassed by its members are used in the most effective manner. An experienced Actuary closely analyses their circumstances to ensure that the members' income in retirement will be aligned to their income needs during their lifetime, and that they do not leave behind a large taxable pension fund."

She continues: "Crucially, under new legislation from April, Scheme Pension will also be the only way for clients to guarantee the £20,000 per annum minimum income threshold whilst retaining control of their pension fund and investments."

The Pointon York Family Trust gives its members complete control over how their pension is invested, with the freedom to choose from all HMRC allowable investments. Members can take advantage of Pointon York's expertise in alternative investments and commercial property, with the option to increase their purchasing power through common investment.

Natalie Oliver, Head of Marketing, said: "Pointon York is best known for its flexible full SIPP, however we have now diversified to combine our 40 year heritage of providing high quality administration with a suite of solutions for a range of client needs and budgets. We are working to meet the demands of the marketplace by listening to adviser feedback, and The Family Trust is a great example of a product designed to benefit our IFAs and their end customers. IFAs will enjoy cradle-to-grave service for all elements of the scheme from a dedicated technical specialist, while their clients receive a tailor-made pension."

Pointon York is due to release a guide to its Family Trust shortly, to be followed by a range of seminars throughout the year.

For more details about The Pointon York Family Trust, contact Catherine Christopher at cchristopher@pointonyork.co.uk

 

 

 

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Pointon York SIPP Solutions is a division of Curtis Banks Limited authorised and regulated by the Financial Conduct Authority.