The USA SIPP

The dedicated USA solution

Designed specifically for USA expatriates, USA residents who want a UK registered pension scheme and any USA-connected people.

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

  • USA connected people* 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 USA 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

  • Quoted stocks, shares, gilts and debentures
  • Shares quoted on the Alternative Investment Market
  • Stocks and shares traded on an HMRC recognised overseas stock exchange
  • Bank and building society accounts
  • Unit trusts, investment trusts and Open-Ended Investment Companies
  • Insurance company funds

*USA-connected people include:

  • Anyone with at least one US citizen parent, even if the pension member was born outside the US
  • Green card holders, even if the green card has expired
  • Other visa holders living in the US
  • Anyone who is a tax resident
  • Anyone with an immediate family member who’s a US citizen, including by marriage

Product literature and forms

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

USA 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.