Rock Consultancy has been retained by many organisations in the financial services world, with a particular focus on SIPPs since 1990. We are rigorous about client confidentiality so some of the examples below have genericised to maintain confidentiality:

SIPP marketplace data and analysis:

  • Speaker at AMPS (SIPP industry body) Annual Conferences
  • Speaker at Henry Stewart SIPPs conferences
  • Contributor to Mintel SIPPs report 2015
  • Contributor to Money Management SIPP surveys
  • Quoted in various press reports on SIPPs

Strategic structuring:

  • Review of SIPP structure options for firm in investment sector, looking to enhance proposition and dramatically grow their customer base focused on digital delivery
  • Organisation with several SIPP schemes: examination of pros and cons of maintaining existing structures, with options for consolidation of schemes
  • Review of business, contractual and regulatory implications of changing the Operator and Trustee of a scheme


  • Background information on marketplace and current issues
  • Definition of selection criteria, including risk areas and “red flags”
  • Review of potential targets for acquisition

Product & proposition:

  • Review of existing product set and proposition shortcomings. Definition of target markets and development of new product/proposition to match
  • Development of Product Management Framework consistent with RPPD with supporting documentation
  • Exploration of client requirements under Pension Freedoms

Please call for an initial discussion to see how we might meet your requirements.