Pensions
SIPP
A Self Invested Personal Pension (SIPP) offers you the widest range of investments to choose from and the opportunity to get the best value for your money. A SIPP also gives you even more flexibility and choice than a traditional personal pension.
HMRC permits a wide range of investment choice, freeing the SIPP to invest in a diverse range of asset classes.
For example, a summary of the current permissible investments is shown below:
- Stocks and Shares quoted on any recognised exchange
- Unit Trusts, Investment Trusts and Open Ended Investment Companies.
- Deposit accounts.
- Hedge funds.
- Commercial Property.
- Commercial and Residential property funds.
- Government Securities.
- Futures and Options traded through a recognised exchange.
- AIM Companies.
- Traded Endowment plans
- Ground rents.
- Insurance company managed funds.
To discuss whether a SIPP is suitable for you, please complete the enquiry form and one of our advisors will contact you to discuss further. There are no fees for any initial consultation which may be by email, phone or meeting if required.
Pension section links:
advice on occupational pension schemes | stakeholder pension schemes | personal pensions | sipp | post retirement | phased retirement | annuity purchases
You may incur costs should you decide to buy a particular product and these will be fully explained to you by the advisor before you finally decided to proceed.
SIPP’s are unlikely to be suitable for the following investors/savers:
- Those with less than £75,000 in an existing or proposed pension fund.
- Those seeking to minimise the level of charges they pay.
- Those happy with a normal range of pension funds.
- Those not wishing to work on a fee basis
