For advice on accessing pension benefits, contact the government’s free and impartial guidance service Pension Wise.

SIPP administration specialists

Avalon is a name you can trust. As a leading wrap provider, we deliver integrated ISAs, general investment accounts and SIPPs for our customers.

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Conversion to clean shareclasses

We are converting many of our funds from dirty share classes to clean share classes. Clients will see a change in their holdings and the price of the fund, although the overall value won’t change.

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Online services

View accounts, valuations, full transaction history and print off reports via our secure login portals.

Working with advisers

We are an intermediated business providing exceptional service at a competitive cost to customers of FCA-regulated advisers.