Travers Smith has advised InvestAcc Group, a leading UK specialist pension administrator, on its acquisition of AJ Bell's Platinum SIPP and SSAS business, the pension administration client books which form part of the AJ Bell non-platform business.
The transaction is expected to complete in the second half of 2025.
The cross-practice Travers Smith team on this transaction was led by our Head of Transactions Aaron Stocks and Corporate Partner Hugh Hutchison, supported by Senior Associate Hamish Reid, Associates China Waters and Sara Grey-Elsharif and Trainee Natasha Partridge. Specialist advice was provided by Senior Consultant Andrew Gregson, Associates Amy Taggart and Jagoda Kochan, and Trainee Sam Simkins in our Finance team; Partner Samuel Brewer and Associate Tayler Sani in our Financial Services & Markets team; and by our Head of Tax Russell Warren and Associate Amy Broderick.
