Welcome to the Whistlebrook Group SIPP Info-site

This info-site is for Members of the Whistlebrook Group SIPP Scheme. Patterson-Mills has been appointed by your Employer to provide you with access to comprehensive financial advice about your SIPP Scheme and retirement planning objectives.

Whilst it must be stressed that your Employer, Whistlebrook, is not qualified or regulated to advise you, it is able to recommend a regulated Independent Financial Adviser as its nominated Employee Benefits Adviser. In this way, your Employer is able to fund qualified financial advice for you and make it available to all Staff, specific to your Employee Benefits.

Please note that the offering to you of our advisory service does not affect your own ability to seek independent financial advice separately, should you wish.

Patterson-Mills administer your SIPP Scheme through Aviva and it is your Qualifying Workplace Pension Scheme under the UK Government’s Auto-enrolment regulations.

Here you will be able to find useful links to relevant information and additional webpages from Patterson-Mills about your Company Pension Scheme.

In addition, you may find our other website content of interest and so you are free to browse that, too.

Useful Links & Information:

About Your Whistlebrook Aviva SIPP

What is Your Introductory Pension Meeting All About?

Annual Review Meetings

Investment Performance Information

We are here to help

Pensions are a financial investment and, as it happens, one of the most valuable ones you may ever make. Your Employer is obligated to have a pension scheme that meets certain minumum quality standards.

One of our roles at Patterson-Mills is, as external Pensions Advisers, to help your Employer in ensuring that the plethora of ever-changing pension regulatory rules are monitored, reviewed and updated in a timely manner, so as to meet all legal requirements for you as Members.

Another important role is that our qualified Pension Consultants are on hand to help all Scheme Members any time during normal business hours, via e-mail to chris@pattersonmills.com or phone to 01908 503 741. We can answer any of your questions ranging from HMRC tax limits and contributions to the important investment choices open to you.

You can be assured that our guidance is from highly qualified Pension Consultants in order to optimise the long-term returns you obtain on your pension investment fund.

We have also been retained by Whistlebrook to meet with you annually to update you on the progress of your investment. This is to ensure you remain fully aware of your overall retirement income objectives, how best to target those and that any shortfalls are identified and therefore planned for in whatever way suits you best, with our qualified guidance.

We also cover any changes to pension rules and how they affect you or your Pension Fund and absolutely any other matter related to your Whistlebrook SIPP.

If you have not already been invited to meet with one of our Consultants, Chris Rathbone or Edward Mills, do not hesitate to get in touch to book an initial Member meeting by e-mail to jeanette@pattersonmills.com or phone.

If you have any questions at all, please do get in touch at any point.