Building the UK’s leading specialist pension administration business in the public markets
Carlisle
About InvestAcc Group
Our multi-award-winning subsidiary businesses provide Self-Invested Personal Pensions (SIPP) and Small Self-Invested Administered Schemes (SSAS) across the UK
Group Vision and Strategy
Our Goal
Build the UK’s leading specialist pension administration business in the public markets.
The Starting Point
Our initial focus is on the SIPP market, a growing segment with strong business fundamentals and a fragmented landscape that presents an opportunity for both organic expansion and inorganic growth through structural consolidation
How We Execute
Create a resilient and customer-centred leader through a targeted “buy-and-build” mergers and acquisitions (M&A) strategy, and strategic partnerships.
Leadership Team
We are guided by a seasoned Board and Management Team with deep expertise across financial services and operating at scale within complex regulatory environments.
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