Independent SIPP Investment Management
Help with this page
Back to list
Gain control of investments within your own pension.
Independent Investment Management of Self-Invested Personal Pensions through a full range of services.
A SIPP is a Self-Invested Personal Pension. It is a flexible and transparent personal plan enabling you to gain control of the investments within your own pension. It avoids the detrimental effects of being locked into a poorly performing investment fund or manager. You can design the portfolio to suit your requirements and manage the process of drawing income from your plan in retirement.
Once your IFA has confirmed a SIPP is appropriate for you, we will support you to find the best SIPP wrapper to suit your needs. We offer independent investment management of SIPPs through the full range of our services.
A SIPP has many tax advantages including Income, Capital Gains and Inheritance Tax benefits, in addition to Corporation Tax benefits for your employer if they contribute.
Key Features:
- Offering you greater control of investments chosen by yourself or by your manager to meet your specific objectives.
- Investing your money as you wish, achieving better value for money and greater transparency.
- Drawing on the experience as specialist investment professionals.
- Possibility of contributing a percentage of your net relevant earnings based on your age at the beginning of the tax year.
Risks
- A SIPP is not a risk free product. Your capital may be at risk due to the investments held within this pension arrangement.
- Individual pension investments are subject to fluctuation and you may realise less than the sum invested in your SIPP.
- The tax treatment of contributions will be dependent upon the investor’s earned income circumstances.
- The tax treatment of pension investments and tax wrappers (SIPPs included) may also change with future legislation.
- If you are unsure about the suitability of this service please contact us for advice.
Independent SIPP Investment Management
Gain control of investments within your own pension.
Disclaimer: You should be aware that the price and value of any investments and the income, if any, from them can fluctuate and may fall against your interests. You may get back less than the amount originally invested.
Information on past performance, where given, is not necessarily a guide to future performance. Exchange rate fluctuations may have an adverse effect on the value of financial instruments quoted in a currency other than your agreed settlement currency. The investment and services offered may not be suitable for all investors. Investors with any doubts as to the merits of an investment should seek advice from a suitably qualified professional advisor. You should also be satisfied that the product is suitable for you in the light of your circumstances and financial position.If you are unsure about the suitability of an investment please contact us for advice.
Related Services