Self-Invested Personal Pensions (SIPP) offer a fantastic level of flexibility and control over investment choices, making them particularly attractive as a retirement vehicle.
We are committed to providing an excellent personal service, which is achieved through direct access to a dedicated point of contact. As of 1 January 2018 our SIPP portfolio includes over 15,000 SIPPs, £3.4bn in assets under administration (AUA) and over 1,200 commercial properties. We have accumulated significant experience in direct investment in commercial property and other bespoke investment options.
We currently have the following SIPP products:
We do not offer any financial advice on the suitability of SIPPs or on any investments made and would strongly recommend that members work with a financial adviser.
You may use the EU online dispute resolution (ODR) Platform. The Platform is developed and run by the European Commission designed to help EU consumers who have bought goods or services on line from a trader based elsewhere in the EU. The ODR will refer your complaint to the Financial Ombudsman Service (FOS).
Nilesh Shah, Associate, outlines the need to utilise any unused annual allowance before it is too late.
Devolution is adding new layers of complexity to pensions, creating confusion, questions and cost.
Clients who act as sole trustee to their SSAS or FURBS are unknowingly storing up potential problems for their families after their death, which could easily be avoided by some simple planning now.
You spend a long time building up a pension fund that is big enough to support you throughout your years in retirement. The choices you make about how and when you draw benefits from your pension fund will determine how much value you get out of it.
Legislation changed on 1 April to prevent properties with an EPC rating below level “E” from being let to new tenants, and to existing leases from April 2023. These changes open up a number of questions - we’ve highlighted seven things you need to know.
Pension rules now allow individuals to remain in drawdown for life. However, as you get older, or if your circumstances change, it is important to look at whether drawdown is still right for you.
The tax year end is the time when most people examine their personal and company finances. To help professional advisers be ready for client questions at a time when every minute counts and we’re hosting a live webinar with a strong technical focus.
A short round-up of topical matters regarding pensions; particularly given the political and economic backdrop arising from the General Election result, and the start of the Brexit negotiations.
Join our interactive webinar hosted by Self-Invested Technical Specialist, James Jones-Tinsley to hear about hot topics and current issues, from pensions tax relief and the tapering of the Annual Allowance, to pensions freedoms and death benefits.
Using pension savings to purchase a commercial property to “leaseback” to a company, is often a useful way to provide that company with a welcome cash injection.
Limited companies may be liable to a Corporation Tax bill when selling commercial property. Similarly, an individual may incur a Capital Gains Tax (CGT) liability on corresponding gains.
A pension scam warning about how we saved two SSAS clients £100,000 without them doing anything - because our signature was needed to action the transaction.
For the sixth consecutive year, we are delighted to have been 'Highly Commended' as Best SSAS Provider at the Investment Life & Pensions Moneyfacts Awards.
The FCA have today, published the Retirement Outcomes Review: Proposed changes to our rules and guidance, James Jones-Tinsley, self-invested technical specialist, thinks a number of the ‘findings’ are ‘stating the obvious’.
Company assessment specialist AKG have awarded our SIPP business a rating of ‘B’ for the second consecutive year, meaning our financial strength has been deemed ‘strong’.