Whitehall Group (UK) Limited

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Whitehall Group (UK) Limited We are a specialist firm providing administration and trustee services to self-administered pension schemes.

With over 40 years' experience, we have developed a wealth of knowledge and commitment to delivering the level of service you expect.

When choosing a pension provider, service matters.Whitehall Group is a multi-award-winning provider of SSAS and SIPP pen...
08/10/2026

When choosing a pension provider, service matters.

Whitehall Group is a multi-award-winning provider of SSAS and SIPP pensions and was recognised as Best Pension Service at the 2025 Investment Life & Pensions Moneyfacts Awards. Whitehall also holds 5-star ratings from Defaqto and Moneyfacts.

Because expertise and support are just as important as flexibility.

The value of investments can go down as well as up, and you may get back less than you invest. Tax treatment depends on individual circumstances and may change in the future. Whitehall Group recommends seeking advice from a regulated financial adviser before making decisions regarding retirement arrangements.

What a lovely surprise! 🤗A client of ours recently used our boardroom to meet a client of theirs. As a thank you, they ...
06/10/2026

What a lovely surprise! 🤗

A client of ours recently used our boardroom to meet a client of theirs. As a thank you, they dropped in this box of Hotel Chocolat chocolates and left us the following feedback:

"We have been with Whitehall for something around a year now and have been delighted with every aspect of our experience. Great attention to detail, prompt responses to every query and a knowledgeable, experienced team looking after our interests. Whitehall is a business, in our experience, that overdelivers."

🏆 Award-winning service, powered by your support. We're proud to announce that Whitehall Group has been voted Best Pensi...
02/10/2026

🏆 Award-winning service, powered by your support.

We're proud to announce that Whitehall Group has been voted Best Pension Service and was also commended as Best SSAS Provider at this year's Investment Life & Pensions Moneyfacts Awards.

A sincere thank you to everyone who voted and continues to trust us with their pension administration needs. We couldn't have achieved this without you.

Your retirement should fit your lifestyle. A Whitehall SIPP gives you flexible options for taking retirement benefits, w...
29/09/2026

Your retirement should fit your lifestyle.

A Whitehall SIPP gives you flexible options for taking retirement benefits, while allowing beneficiaries to access remaining funds according to pension rules after death.

Because retirement planning doesn't stop when retirement begins.

The value of investments can go down as well as up, and you may get back less than you invest. Tax treatment depends on individual circumstances and may change in the future. Whitehall Group recommends seeking advice from a regulated financial adviser before making decisions regarding retirement arrangements.

Our staff Q&A series continues! This week, we caught up with our colleague Helen to talk about looking back and planning...
28/09/2026

Our staff Q&A series continues! This week, we caught up with our colleague Helen to talk about looking back and planning ahead.

We asked Helen:
"What’s one piece of financial advice you wish you could give your 20-year-old self?"

Here's what she shared:
"SAVE, save as much money as I had spare into a rainy-day fund/pension, anything really – I was too happy spending in my younger days"

It is such a common sentiment, but getting into the habit of setting aside whatever spare cash you have (no matter how small) can completely transform your future stability. Building that financial cushion early gives your money time to compound, taking the pressure off down the line while still letting you build towards the things that matter most.

If you could go back, what is the single piece of advice you would hand to your younger self? Drop your thoughts in the comments!

Meet Vicky, our new Regulatory Reporting Officer 👋Many of you will remember Vicky from her earlier years with us, and we...
25/09/2026

Meet Vicky, our new Regulatory Reporting Officer 👋

Many of you will remember Vicky from her earlier years with us, and we’re absolutely delighted to welcome her back in a brand new capacity. In this role, Vicky oversees all HMRC, TPR and ICO reporting across our pension schemes. This is a vital function for the business, and one we’re thrilled to have in such capable hands.

Here’s what she had to say: 👇

“I am excited to rejoin the team at Whitehall, returning into a new role of Regulatory Reporting Officer. Whilst being away, I have developed my knowledge and skills in handling payments, working with budgets and reconciliation. It’s very good to be back!

A highlight of my previous career was in 2024, I worked as a chef / welfare officer for the MSSC taking young adults to sea and helping provide them with life & maritime skills that would shape their future. I travelled all around the UK, witnessing various beautiful sights and plenty of dolphins! My highlight was travelling across to Pegasus Bridge for the D-Day 80 celebrations, taking part in parades, enjoying the French bakeries and the BBQs!

Outside of work, I still volunteer for the Sea Cadets and love a good hike! However, my ultimate pride and joy is my little boy Cody & my two cats.”

We’re Proud to Be Shortlisted! We’re excited to share that Whitehall has been shortlisted for three categories at the In...
24/09/2026

We’re Proud to Be Shortlisted!

We’re excited to share that Whitehall has been shortlisted for three categories at the Investment Life & Pensions Moneyfacts Awards in London next month:

Best SSAS Provider
Best SIPP Provider
Best Pension Service - which we were proud to win last year

Being recognised as finalists alongside leading providers is a fantastic endorsement of our team’s dedication, expertise and client‑first service.

We can’t wait to attend the event and celebrate with the industry!

Receiving positive feedback from our clients always makes us proud of the work we do, especially when we know that we we...
22/09/2026

Receiving positive feedback from our clients always makes us proud of the work we do, especially when we know that we were chosen from a list of competitors!

Here's what one of our valued customers said about us recently:

"Some years ago I decided to start a SSAS pension and spent around 18 months investigating different companies that offered the scheme and checking their fee structure ... I chose Whitehall as their structure and fees are quite acceptable and fair. Their support is also very good and it's easy to get answers. If necessary, the directors are quite accessible too. Further, they have won "Best SSAS Provider" 4 or 5 times as well as "Best Pension Service" and their products are all highly rated. I am very pleased I took the time to look into these companies in the first place, but am even more pleased that I found Whitehall."

🎈🎂 Cheers to 21 years! 🎂🎈 Today we're wishing a very happy 21st birthday to Anya! Anya has already made a fantastic star...
21/09/2026

🎈🎂 Cheers to 21 years! 🎂🎈

Today we're wishing a very happy 21st birthday to Anya!

Anya has already made a fantastic start to her career in the financial industry, bringing enthusiasm, dedication, and a positive attitude to everything she does. We're proud to have her as part of our team and look forward to seeing all she achieves in the years ahead.

Whether she's cooking up something delicious, getting lost in a good book, or spending time in the garden, we hope today is filled with all the things she loves.

Happy Birthday, Anya! 🥳🎉

Address

8-10 Bolton Street
Road
BL09HX

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+443302232300

Website

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