City Trustees Information

We are a specialist pension provider committed and focused on the fully bespoke self-invested pension market, distributing our products exclusively via independent financial advisers, wealth managers and other intermediaries. As an independent trustee and pension administrator established in 1996, City Trustees is a well-established business, which also benefits from the strength of being owned by leading pension provider Mattioli Woods plc. Our products are designed to maximise the full flexibility of pension legislation with a firm focus on treating customers fairly, enabling advisers to provide comprehensive solutions to clients covering all aspects of retirement provision. Core to our product offering is a professional and personalised service, starting with each client having their own dedicated account manager to deal with the day-to-day administration requirements of their scheme in a proactive fashion. Our proposition to IFAs and their clients includes: • Personalised quality administration • Bespoke technical support • Fully flexible products • Transparent fee structure • Financial strength and security For peace of mind, we have professional indemnity insurance of up to £10 million, including cover for fraud, and being part of a group provides us with a robust capital structure, stability and strong capital adequacy.