The Core SIPP

The Core SIPP supports advisers in facilitating clients’ retirement needs:

• Offer a wide range of investment options from leading providers.
• Appoint highly experienced professional trustees to hold the assets.
• Administer assets in line with UK regulations.
• Deliver exceptional value for money for clients.
• Easily identify accurate costs with fixed and transparent pricing based on the value of the underlying assets.

The Core SIPP helps clients:

• Achieve excellent value for money with low costs, fixed fees and transparent pricing.
• 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

Invest in one of the large number of UK-regulated funds through our approved list of discretionary fund managers, including stocks and shares traded on an HMRC recognised overseas stock exchange.

The following categories are excluded from investment:

• • Ground rents, residential property and associated land
  • Physical, portable property including assets like art, antiques, jewellery, fine wine and classic cars
  • Personal loans and transactions associated with the member or someone connected to the member