The Trustees want members to engage in self select investments with the support of regulated financial advice. This is formalized by having a dedicated Personal Accounts section with access to a wider range of funds only available if a financial adviser has signed up to support the Member’s application. Using this online application Financial Advisers that are regulated by the Financial Conduct Authority (FCA) can submit an application to manage their client’s investment strategy.
This page is designated for Financial Advisers regulated by the Financial Conduct Authority (FCA). The Personal Account product is available to individuals only through the services of an FCA regulated adviser.
Please confirm you are a qualified Financial Adviser and/or Professional Investor.
For advice to a member on their pension arrangements, you are able to apply a charge to the member’s Net Asset Value on a one-off and/or ongoing basis. This is only available for advisors regulated by the Financial Conduct Authority providing advice direct to the member solely concerning their pension arrangements. This is not available in respect of advice provided to employers.
Get your client’s sign off
After submitting your application in your capacity as an Adviser regulated by the Financial Conduct Authority your client must complete their ‘Member Acceptance Declaration’ before your application has been processed. You client will receive an email to e-sign their declaration.
Please ensure you check this has been received.
Make sure we confirm our acceptance
Your application will only be actioned once we have confirmed it has been accepted. If you have received no response within ten days please contact Adviser Supportadvisersupport@supertrust.co.ukfor a status update.
Information provided on the site is merely guidance that may change in line with UK law and regulations. Users must not consider this to be financial advice or their sole resource when making any financial decision. SuperTrust UK Master Trust is regulated by the Pensions Regulator (PSR Number: 10274116) as a provider of workplace pension schemes. All investments of the pension scheme are regulated by the Financial Conduct Authority (FCA). The trustees understand that based on correspondence with the FCA, scheme members have access to compensation under the rules of the Financial Services Compensation Scheme (FSCS) in the event of the insolvency or default by our investment providers.