Forthplus SIPP

The Forthplus SIPP

iPensions Group’s acquisition of the Edinburgh-based SIPP provider and administrator enables members to transfer to a company with over two decades of experience in UK and international pensions. The scheme members will benefit from our deep technical expertise and our commitment to administrative excellence. With an awarding winning and well-established SIPP administration team, members will be supported by the highest standards of personal service. The acquisition of the Forthplus SIPP builds on iPensions Group’s growth strategy. Read more about the acquisition here.

The Forthplus 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 Forthplus 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.

Forthplus 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.