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David Phillips founded D A Phillips & Co Ltd in 1985 to be an independent pensioneer trustee company that administered small self administered schemes (SSASs). His aim was to provide a genuinely independent service to people who want to be in control of their retirement planning and not beholden to an insurance company or similar institution. We rapidly developed a reputation for providing excellent service through a detailed understanding of the changing regulations that governed our industry.
In 1997 we launched our first self invested personal pension (SIPP), which we administered with the same dedication to service and expertise that we apply to our SSASs.
Today we continue to specialise in administering SIPPs and SSASs and currently run in excess of 6,332 SIPPs and 475 SSASs. Our highly skilled team works closely with our clients and their advisers to deliver retirement solutions which best match their life and business goals.
We pride ourselves on the level of service that we offer. Unlike many other administrators, we provide a personal service. Each client has their own skilled administrator who will deal with the administration of their scheme. Clients and their advisers will have direct access to their administrator including their direct dial phone number and direct e-mail address. Our administrators sit in small teams which ensures continuity of service in the event that the administrator is not available.
This website gives information about SIPPs and SSASs in general and about the services that we offer. We hope that you find it informative and that it helps you to evaluate our services. Investing time to choose the most appropriate pension vehicle and administration company is vital to getting the pension that is right for you. To this end we advise discussing our services with your financial adviser as well as contacting us. If you would like to find out more about us then please do not hesitate to contact us.
For due diligence information please see Financial Adviser Downloads