Our institutional panel

Assured Retirement works with some of the most respected names in the Financial Services Industry

Intelligent Money Logo Size-600px-ResizedIntelligent Money is the Operator and Trustee of our SIPP. With nearly a decade of SIPP administration experience, they are the largest intermediary only SIPP provider in the UK and have been awarded an independent SIPP Five Star rating, the highest rating possible.


Metro BankMetro Bank is Britain’s first new High Street bank in over 100 years. They offer banking focused on the customer through unparalleled levels of service and convenience. On 10 March 2016, Metro Bank successfully publicly listed on the London Stock Exchange.


NS & INS&I is one of the largest savings organisations in the UK, with over 25 million customers and more than £100 billion invested.  Their overall aim is to help reduce the cost to the taxpayer of Government borrowing. Because they are backed by HM Treasury, they can offer 100% security on every penny invested.


Cater Allen Private BankCater Allen Private Bank was founded in 1815 and is based in London. It operates as a wholly owned subsidiary of Santander UK Plc which is part of the Santander Group, one of the 10 largest banks in the world. Cater Allen Private Bank has its own banking licence and is one of the leading specialist banks for intermediaries in the UK with a legacy of working closely with professional advisers and financial intermediaries.


State Bank of IndiaState Bank of India (SBI) is the largest commercial bank in India in terms of assets, deposits, profits, branches, customers and employees. The Government of India itself is the largest shareholder of this Fortune 500 company, with 58.6% ownership, and SBI was ranked 152 In the Forbes list of Global 2000 firms in May 2015.


Hodge Bank in banking terms is a young institution having obtained authorised status under the Banking Act as recently as 1987. But that event belies the group’s pedigree in that it was nurtured from the same stable that created Chartered Trust plc and Bank of Wales plc.


Punjab national bank logoPunjab National Bank (International) Limited is the wholly owned UK subsidiary of Punjab National Bank, India’s third largest bank founded in 1891 and having more than 78 million customers and a network of over 6,600 branches. Punjab National Bank is based in New Delhi, India and also has branches in Hong Kong, Dubai and Kabul and representative offices in Shanghai, Oslo and Sydney.


Close BrothersClose Brothers Treasury is a trading style of Close Brothers Limited, a subsidiary of Close Brothers Group Plc. Close Brothers is a leading merchant banking group, providing lending, deposit taking, wealth management services, and securities trading. They employ 2,900 people, principally in the UK, and are listed on the London Stock Exchange and a member of the FTSE 250.


Bank of Baroda-Logo_0Bank of Baroda was founded in 1908 and is India’s leading Public Sector Bank with a network of over 5,270 branches and a global presence of 96 overseas branches spanning 25 countries that includes the UK, where they have been serving customers since 1957. The Government of India is the bank’s largest shareholder with 57% ownership.


United Trust Bank was founded in 1955 and is a specialist lender providing a wide range of secured funding facilities for individuals and businesses and competitive deposit accounts for individuals, businesses and charities.


230px-Investec_logoInvestec Bank plc is the main banking subsidiary of Investec plc. The group company Investec(comprising Investec Limited and Investec plc) is an international, specialist bank and asset manager which provides a diverse range of financial products and services to a niche client base in the UK, Europe, South Africa and Asia.


Aldermore Bank plc is a specialist bank and member of the FTSE 250, offering straightforward products to businesses, homeowners, landlords and savers. Aldermore has 900 employees and over 220,000 customers.


All of the Institutions that Assured Retirement work with are participants in the Financial Services Compensation Scheme. The FSCS is the body that can pay you compensation if your financial services provider goes bust. NS&I are not participants in the FSCS but are an Executive Agency of the Chancellor of the Exchequer and any money invested with them will be 100% secure as they are backed by HM Treasury.