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
  • 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

*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

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.