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Benefits for Financial Advisers

Alliance Trust Savings offers investment administration through SIPPs, ISAs, Investment Dealing Accounts and SSASs. We also have our i.nvest* trading platform, which allows you and your clients to trade in:

  • UK listed shares
  • International equities
  • Investment trusts
  • OEICs and unit trusts
  • Exchange Traded Funds (ETFs)
  • Bonds
  • Gilts

Our Operations, Business Development and Pensions Technical teams are here to support you and your clients.

i.nvest has a transactional based charging structure which means your clients are only charged for the things they do.

Some of our accounts have administration fees please check our Fees and Charges Guides for more information.

Meeting Your Needs

We are committed to providing products and services that meet the needs of you and your clients and are investing heavily in ensuring our processes are streamlined and automated.

We also provide online access to your clients accounts, allowing you to manage your relationship with them the way that works best for you.

You Can Have:

View only – this allows you to access your client’s account via our i.nvest platform, view their transactions and valuations. You will also be able to obtain information over the phone.

Transactional access – This will allow you to give us investment instructions on your clients' behalf, both on and offline*.

We also now provide Administration access, this will provide access to only your Adviser Charging statements online.  This option is ideal for any salary or income reconciliation members of your team.

If you open your clients account online, we will automatically provide you with full transactional access.

If you open the account on paper, please ensure you complete our Third Party Authority Form when you send us your client’s application forms.

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Our Teams

Ask a Question

In order to meet your needs, we recognise that you need more from us than simply supporting the administration of your clients accounts.

Our Technical Questions contains some of the questions and answers we have already received.

Often the best way to find out more about a provider is to meet them face to face. Our Business Development team would be delighted to provide you with more information and to talk you though our products and services.

We also have a dedicated Adviser Support team who will be able to help answer any of your queries:

advisersupport@alliancetrust.co.uk