An Introduction
Self Invested Personal Pensions (SIPPs) were first introduced in 1989 to give individuals planning for retirement greater control over their pension fund and where it is invested. A SIPP offers the widest range of pension investments including Cash, Equities (both UK and foreign), Gilts, Unit Trusts, OEICS, Hedge Funds, Investment Trusts, Real Estate Investment Trusts, Commercial Property and Land, Traded Endowment Plans and Options.
- A dedicated adviser will understand and assess your situation to enable us to provide advice on trading equities within your current SIPP, execute your trades, manage administrative matters and help you achieve your investment objectives.
- We will bring the insight and research directly to you and only on the areas that you are interested in. This allows your decisions to be made quicker and easier without the need to sift through research that doesn’t interest you.
- Tax efficient.
- Independent expert advice on a limited range of investments within your SIPP.
- Clients have access to our full advisory stockbroking service it is simply their investments that are wrapped within their SIPP in order to gain the tax benefits in place.
SIPP Risks
- Risk to capital due to the underlying investments held in the SIPP.
- Individual pension investments are subject to fluctuation and you may realise less than the sum invested in your SIPP.
- Future legislation may change the tax treatment of pension investments and tax wrappers which could affect your SIPP.
Q. What are Self Invested Personal Pensions?
Self Invested Personal Pensions (SIPPs) were first introduced in 1989 to give individuals planning for retirement greater control over their pension fund and where it is invested. A SIPP offers the widest range of pension investments including Cash, Equities (both UK and foreign), Gilts, Unit Trusts, OEICS, Hedge Funds, Investment Trusts, Real Estate Investment Trusts, Commercial Property and Land, Traded Endowment Plans and Options.
Q. Can anyone have a SIPP?
Q. Can I contribute to a MB Capital SIPP alongside other pensions?
Q. What is pension carry forward?
Q. Can I withdraw my money at any time?
Q. I want to take Tax-free cash but do not need / want to take a taxable income from the rest of the funds. Is this possible?
Speak to an Adviser
If you would like more information about SIPPS please fill in your details below and one of our specialists will be in touch with you soon.