The Adviser SIPP

Greater flexibility

The Adviser SIPP gives you the ability to tailor retirement planning for UK and non-UK residents who want to keep their assets in the UK. With access to many of the leading investment platforms and almost an unlimited number of investment options, including multi-currency capability, the Adviser SIPP is highly flexible and bolstered by the assurance of UK regulation.

The Adviser SIPP supports advisers in facilitating clients’ retirement needs:

  • UK and non-UK residents are able to choose from a wide range of investments, in line with our investment policy.
  • Appoint highly experienced professional trustees to hold the assets.
  • Administer assets in line with UK regulations.
  • Easily identify accurate costs with fixed and transparent pricing.

The Adviser SIPP helps clients:

  • Consolidate pension benefits.
  • Manage their investment portfolio in line with their retirement objectives, irrespective of where the client retires.
  • Accepts qualifying contributions.
  • Flexible benefits available from the age of 55.

Investment Options

  • FCA standard assets only
  • UK quoted stocks, shares, gilts and debentures
  • Stocks and shares traded on an HMRC recognised overseas stock exchange
  • Futures and options relating to shares quoted on a recognised stock exchange
  • Hedge funds
  • Bank and building society accounts
  • Unit trusts, investment trusts and Open-Ended Investment Companies
  • Insurance company funds

Product literature and forms

Forms found below must only be used if you are an Adviser.

The Adviser SIPP is an adviser led product, if you do not have an appointed adviser please contact our team who will be happy to help and provide support.

Time to get started

If you are looking to find out more about our award-winning offering and our technology enhanced solutions, contact our team below.