Whitehall Group (UK) Limited

09/06/2026

⭐ Testimonial Tuesday ⭐

Nothing means more to us than feedback like this from our clients:

“Just wanted to take this opportunity of expressing my sincere thanks to you for processing all that comes your way so speedily and efficiently. It is very reassuring to me indeed, that my SIPP is in great hands, so THANK YOU VERY MUCH, and it is greatly appreciated - I can assure you.”

A huge thank you to our client for taking the time to share such kind words. We’re proud to provide a service that feels responsive, reliable, and reassuring when it matters most!

05/06/2026

Another training & development day! 😀

Training and development is something we take really seriously here at Whitehall, which is why we regularly take the time to book in days like these.

Press play to find out more about what we got up to! ▶️

04/06/2026

Shared investment control 🤝

A SSAS is typically managed by its members, often company directors, who may collectively make investment decisions.

This can include decisions on property, cash, and other permitted assets.

The value of your investment can go down as well as up, so you could get back less than you invest.

We recommend speaking to a financial adviser before taking action.
https://www.unbiased.co.uk/

03/06/2026

We’ve blinked… and somehow we’re already in June. The second half of the calendar year is here, and time really does fly ✈️

Before you know it, summer will be over and those things that have been sitting on your to-do list for a while will still be there waiting. The ones that keep getting pushed back. The ones you’ve meant to “get round to”.

For many, that includes taking a proper look at your financial future and now is a good time to take action. Whether it’s reviewing your existing arrangements or exploring options like SSAS or SIPP, speaking to an adviser can help bring clarity and direction before the year runs away with itself. 🏃

https://www.unbiased.co.uk

29/05/2026

Our May newsletter is out now!

Stay up to date on the latest here 👉

Following on from last year's fabulous days on the links, we once again have a few limited places left for a free round of golf at the beautiful Bury Golf Club, a private golf course and club in Unsworth, Bury, designed by Alister MacKenzie, Charles Hugh Alison, and Harry Shapland C**t. Please cont...

28/05/2026

⛳ Golf days⛳

We’ve got a few limited spaces available for a complimentary round of golf at the stunning Bury Golf Club
A great opportunity to enjoy a relaxed day out at a beautiful course, connect with others, and take a well-earned break from the day-to-day.

Places are limited, so please get in touch with James to book:
📩 [email protected]
📞 03302 232 300

27/05/2026

We’re delighted to share that we’ve been nominated once again in the 2026 Investment Life & Pensions Moneyfacts Awards 🎉

A huge thank you to everyone who took the time to vote for us - your support genuinely means a lot to the whole team.

We’re proud to have been shortlisted in THREE categories:

🏆 Best SIPP Provider
🏆 Best SSAS Provider
🏆 Best Pension Provider

The awards take place on 1st October 2026 at Park Lane Hilton in London, and we’re looking forward to celebrating alongside so many fantastic businesses across the industry.

Fingers crossed we can bring home the wins again this year 🤞

26/05/2026

Testimonial Tuesday ✨

We’re proud to support our clients every step of the way, providing a service they can rely on when it matters most.

“The Whitehall Group have always provided a great service and help and are always there when I need it, in particular my Whitehall Group Account Manager, who always is on hand to help and assist with my clients who have a SSAS with them.”

Consistent support, expert guidance, and being there when it counts is what we strive for every day. 🤗

25/05/2026

“A paralysis of the UK pension system.”

Our Director Richard Mattison recently spoke with Professional Adviser about the growing issue of pension transfer delays and the real impact they are having on individuals and businesses across the UK.

What were once straightforward transfers completed in a matter of weeks are now, in some cases, taking months - creating unnecessary stress, delaying investments, property purchases and wider business activity.

At Whitehall Group, we believe pension transfers should be secure, but also efficient and fit for purpose.
Read the full article here 👇
https://www.professionaladviser.com/news-analysis/4529438/paralysis-uk-pension-reality-transfer-delays

20/05/2026

Today is World Bee Day! 🐝

Bees might be small, but they play a huge role in keeping ecosystems thriving.

Their strength lies in diversification and resilience - working together, adapting to challenges, and never relying on just one source to survive!

It’s a mindset we value at Whitehall too. In a world that’s constantly changing, building resilience and having a diversified approach is key to long-term financial stability.