What is it?
We offer access to our Self-Invested Personal Pension (SIPP) through either our Flexible Pension Plan (FPP) or Retirement Control (RC) plan. The plans provide all the benefits of a conventional pension plan, but with a self-invested option.
So, if investment choice is top of your clients’ priorities list, then our SIPP might be the answer. Not only can your clients choose from a wide range of insured funds, it also opens up a world of investment opportunities, from stocks and shares to property.
We’re one of the market leaders in this area, and our SIPP has been awarded five stars, the highest rating available, by independent financial research company Defaqto.
Who’s it suitable for?
SIPPs are suitable for sophisticated, high-net-worth investors with large funds. They may be in the accumulation stage of pension planning and building up their fund. They could also be approaching retirement and looking for a flexible way to take an income from their fund without having to buy an annuity. It’s also suitable for people who have already retired but want to defer taking their benefits until a later stage.
Product features
Designed for the more sophisticated investor, our SIPP has all the benefits of a conventional pension plan, with the added flexibility of a self-invested option. So your clients can adapt their investments whenever they like. Visit the investment page of our FPP microsite to find out more about investment options.
Online tools
With so many investments to choose from, your clients will need your expertise to guide them. Our online tools make it easy for you to determine your clients’ risk profiles, choose the most suitable funds for them and analyse those funds in depth to make sure they meet your clients’ investment goals.
You can use Morningstar tools to search for funds that meet their needs. The next step is to check out our sortable fund list to see the range of funds on offer through our Fund Supermerket, what special rates we’ve negotiated with fund managers, and to make sure your clients get a great deal. Click here for a demo of the tools
Next steps
Literature
Visit our literature library to download or order application forms, guides and other information.
Quotes
If you want a new business quote please contact us.
Existing SIPP clients
If your client already has a Flexible Pension Plan or Retirement Control plan with a self-invested element, visit our online services. Here you can:
- view plan information and details
- get current values and transfer values
- view transaction lists
- get projected maturity values
- switch funds
- change client details
The perfect pension mix
With our unique range of products, we can adapt to the needs of your clients.
A calculated approach to pensions
We’ve launched a range of tools to help you with pension planning.
