SIPP

Enjoy greater control over your pension fund investments.

What is a SIPP?

A Self Invested Personal Pension (SIPP) is a Registered Pension scheme under the terms of the Finance Act 2004.

SIPPs are designed for investors who want maximum control over their pension without being dependent on any one fund manager or insurance company. As such, a SIPP requires active management and a degree of investment expertise. Furthermore, the charges (levied by the SIPP manager) may be higher than for a personal pension or stakeholder plan.

Unlike a standard personal pension, a SIPP holder has a much wider choice of assets to invest in, each of which can be selected to meet the individual's personal circumstances and requirements.

Investments which can be held in a SIPP include:

  • UK and overseas equities
  • Unlisted shares
  • OEICs and unit trusts
  • Investment trusts
  • Property and land (but not most residential property) insurance bonds

It’s possible to use a SIPP to raise a mortgage to fund the purchase of commercial property, where the rental income paid into the SIPP either completely, or partially covers, the mortgage repayments and/or the property’s running costs.

Please note SIPPs are not suitable for everyone investing into a pension, we will conduct an assessment of your situation to determine suitability.

PENSION ENQUIRY FORM

Your Address

Planning and Retirement

Employment

Existing Pension

Yes
No
Yes
No

Marketing Information

Sensitive Personal Data

We may need to collect sensitive personal data including information about your health, ethnic origin, or criminal prosecutions from third parties such as employers and credit reference agencies, fraud prevention agencies and other similar organisations in order to provide you with the services, for example where you require advice on annuity or protection products.

If you consent to us obtaining your sensitive personal data from third parties referred to above for the purpose of providing you with the services, and sharing it with third party providers to obtain quotes on your behalf, for example where we are providing you with annuity or protection advice as part of our services, please tick this box.

Submit your Information

From time to time, we would like to contact you about our products and services which we think you might be interested in. If you consent to us contacting you for this purpose please tick to say how you would like us to contact you.

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Please tick this box to confirm you have read and understood our privacy policy.

A PENSION IS A LONG TERM INVESTMENT, THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.

STOCK DATA
Value Move %
FTSE 100
7234.03 26.32 0.365
FTSE 250
22984.24 123.85 0.542
FTSE 350
4141.99 16.34 0.396
FTSE All Shares
4123.97 16.09 0.392
Dow Jones
35294.76 382.203 1.095
Nasdaq
14897.34 73.91 0.499

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