The WMPP SIPP

The WMPP SIPP

iPensions Group’s acquisition of W M Pension Trustee Services Limited and the WMPP SIPP Scheme enables members to transfer to a company with over two decades of experience in UK pensions. The scheme members will benefit from our deep technical expertise and our commitment to administrative excellence. With an awarding winning and well-established SIPP administration team, members will be supported by the highest standards of personal service. This latest acquisition from Morningstar Wealth Retirement Services builds on iPensions Group’s growth strategy. Read more about the acquisition here.

The WMPP 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 WMPP 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

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.