Adviser Portal Member Portal 0161 972 2840

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

Key Features Document

Terms of Business

Investment Guidelines

Fee Schedule

Understanding DB Transfers

The Adviser SIPP Application

PCLS Request Form

UFPLS Request Form

Flexi Access Income Request Form

Flexi Access Income Full Surrender

Capped Drawdown Income Request

Additional Contributions

Additional Transfers

Change of Adviser

Change of Bank Account

Change of Address and Contact Details

Investment Risk Profile

Expression of Wishes and Nomination

Transfer out request – UK Registered Scheme

Transfer out request – Overseas Pension Scheme

Investment forms

Brooks Macdonald Application Form

Friends Provident International Bond Application Form

Friends Provident International UAE Bond Application Form

Platform One Application Form

Nedbank Investment Application Form

Prudential International Additional Contributions Form

Quilter International Bond Non-EU Advice Application Form

Quilter International Ireland Bond QROPS QNUPS

Quilter International Ireland Bond PRIIPS EU Advice Application Form

Quilter International Retail Investment Product Application Form

Quilter International Singapore Bond Application Form

RL360 Pims Additional Contributions Form

RL360 Pims Capital Redemption Form

RL360 Pims Life Assured Application Form

Utmost Application Booklet

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.

CONTACT US TODAY
iPensions Group

Menu

iPensions Group, Second Floor, Marshall House,

2 Park Avenue, Sale, United Kingdom, M33 6HE

Support Links

This website is intended for use by professional advisers.

iPensions Group Limited is registered in England and Wales with Company Number
03683070 whose registered office is at 2nd Floor Marshall House, 2 Park Avenue, Sale M33 6HE.
Authorised and regulated by the Financial Conduct Authority, Licence Number 464521.

© 2024 iPensions Group. All Rights Reserved.