More details about the low cost SIPP...
Exactly the same tax breaks as before
Transferring your existing pension (or pensions) to this SIPP still entitles you to tax relief on any future contributions you may make. Also the option to withdraw up to 25% of your pension fund tax free on retirement is preserved.
Already have a SIPP?
If you'd like to switch, it's not a problem. All you need to do is call us - with your plan details - and we'll handle it from there
No existing assets to switch?
Providing you have a lump sum of £50,000 or more available to invest, you can still establish your SIPP with us - please call us for further details.
Two big names behind this SIPP
This SIPP is operated in conjunction with Fidelity's FundsNetwork and Standard Life, both highly respected and powerful names in financial services.
All the investment scope you need
Once your current assets have been transferred to the SIPP, you can invest those assets in any of the 1000+ funds available at Fidelity's FundsNetwork.
You can buy and sell funds and switch between them mostly free of charge whenever you want. And because Fidelity’s FundsNetwork is online you can easily and immediately check how your pension fund is performing whenever you choose.
Choose from one of four specially designed portfolios
Our Investment Committee has constructed four model portfolios; the mix of funds in each portfolio is determined by how close or far away you are from the age you wish to retire. If you adopt one of the suggested portfolios, our investment experts will regularly review the portfolios and will inform you of changes.
To find out more, read our SIPP FAQs, or contact us using the details below.