What we offer
We offer the following range of products
Full SIPP
FIPP (Flexible Income Pension Plan)
Single Investment SIPP
SSAS
Protected Rights Pension
We understand that service is paramount, and believe that by offering Financial Advisers a single point of contact we can provide a more personal service. Each financial adviser is allocated an administrator who will be their point of contact for all administration needs.
We maintain a strong focus on product development and our Full SIPP and our Flexible Income Pension Plan (FIPP) have received 2009 Defaqto five star ratings for their excellent combination of flexibiltiy, choice and access from Defaqto, the UKs leading independent financial research company.
Through our SIPP we offer complete flexibility whilst still providing our clients with the control they require to maximise their pension funds. We allow the maximum freedom to investment in HMRC permitted investments, including unlisted shares, OEICs, commercial property and land. Flexibility is as important to us as it is to our clients, when an investment is proposed we are always willing to investigate to see if it may be included in the SIPP.
Our retirement income proposition, the Flexible Income Pension Plan (FIPP) offers a variety of options for taking income in retirement. These options include:
Income Drawdown (USP)
Phased Income Drawdown
Tax free lump sum
ASP
and now Scheme Pension
Our FIPP has the versatility to be used to vary income in retirement as circumstances change. For more information on our new FIPP please visit the FIPP pages of our website or contact your local trustee consultant.