Our Flexible SIPP offers a fantastic level of flexibility and control over investment choices, making them particularly attractive as a retirement vehicle.  

Here's ten reasons why taking up our Flexible SIPP, which provides you with a ‘lite’ SIPP and a bespoke SIPP in one, really is the best of both worlds.

  • Panel of discretionary fund managers (DFMs) – for many advisers, financial planning is core, managing investments is not. Flexible SIPP allows you to outsource to a specialist. See who is on our panel.
  • Bespoke SIPP flexibility – a flexible product with a broad choice of features and investments.
  • Commercial property expertise – we are one of the most experienced SIPP operators in direct investment in commercial property.  
  • Single product – move between investment options without moving product.
  • Dedicated individual contact – you have direct access to a named individual. See ‘what our clients say’ about our personal service.
  • Quality service – ‘outstanding’ two (out of three) stars from Investor in Customers.
  • SIPPs Online – the modern way for advisers to illustrate and apply.
  • Adviser charging – no invoice is needed: we pay client agreed initial and annual adviser charging without an invoice.
  • Modern administration system – our efficient and robust system ensures we stay ahead, increase the controls we have in place, and provide added security for your clients.
  • Sole trustee – we don’t need to disturb your client to sign as co-trustee: we take care of the admin, you take care of your client.

Ready to begin?

We provide financial advisers with the technical back-up and expertise that helps support your business and your clients, both now and into the future.  For instance, you can expect a dedicated point of contact, annual CPD-accredited seminars and in-depth technical briefings.

FIND OUT MORE

We strongly suggest you seek financial advice prior to application and during the lifespan of a SIPP.

If you wish to find a financial adviser, we suggest you visit this website.

APPLY NOW

Contact us for all enquiries

For more information about the independent, expert services we provide in this area, speak to our team today.

Get in touch