Mattioli Woods PLC

Appointment to Pilgrim SIPP

RNS Number : 4497F
Mattioli Woods PLC
15 June 2012





15 June 2012



Mattioli Woods plc



("Mattioli Woods" or "the Group")



The Pilgrim SIPP


Mattioli Woods plc (AIM: MTW.L), the specialist pensions consultancy and wealth management business, announces that on 14 June 2012 it was appointed to operate The Pilgrim SIPP ("the Scheme") by the Scheme's provider, Bank of Scotland plc ("Bank of Scotland").  The Scheme will be operated through Mattioli Woods' subsidiary company, City Pensions Limited ("City Trustees"), as new scheme administrator. 


The Pilgrim SIPP has total scheme assets of circa £140 million.  Mattioli Woods has worked closely with Bank of Scotland to secure the appointment of City Trustees, which will focus on providing robust administration around the operation of the Scheme.  


Ian Mattioli, Chief Executive of Mattioli Woods, commented: "Our technical expertise and reputation in the SIPP market has driven this opportunity.  Members of The Pilgrim SIPP will have access to our broader range of services, including Custodian Capital Limited, which manages over £100 million of commercial property.  We look forward to working closely with the members of The Pilgrim SIPP to deliver bespoke personal service and specialist advice."


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For further information please contact:

Mattioli Woods plc

Ian Mattioli, Chief Executive

Tel: +44 (0) 116 240 8700

[email protected]

Mark Smith, Operations Director

[email protected]

Nathan Imlach, Finance Director

[email protected]


Canaccord Genuity Limited

Martin Green, Corporate Finance

Tel: +44 (0) 20 7523 8350

Bruce Garrow, Corporate Finance


Notes to editors


Mattioli Woods is one of the UK's leading and fastest growing providers of specialist pension consultancy and wealth management.  Its core services and advice are targeted towards the higher end of the market including controlling directors, professionals, owner-managed businesses and small to medium-sized PLCs. 


The Group is focused on the application and administration of self-invested personal pensions ("SIPPs"), small self-administered pension schemes ("SSASs"), personal investment and estate planning.  Through Mattioli Woods and its subsidiary City Trustees Limited, a provider of bespoke pension administration, the Group now advises over 4,000 pension fund clients throughout the UK with assets under advice and administration in excess of £2.8 billion.  For corporate clients we provide a comprehensive range of employee benefits services.


Mattioli Woods has a focus on providing the highest level of personal advice, maintaining very close relationships with all its clients.  The strength of its personal relationships has led to high levels of client satisfaction, retention and referrals.  Mattioli Woods provides clients with the following:


·     Pensions and investment consultancy

·     Personal wealth management

·     Bespoke pension scheme administration and trusteeship, particularly for SIPP, SSAS and Group schemes

·     In-house investment research and broking

·     Property syndication, through Custodian Capital Limited

·     A range of employee benefits services, through Kudos IFS Limited

·     Structuring of investment products tailored to a particular client's needs

·     Assistance and advice with securing preferential banking arrangements


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