Greater control and flexibility over how your pension is invested.
Advice on self-invested personal pensions and small self-administered schemes, for people who want more control over their retirement savings.
A self-invested personal pension, known as a SIPP, and a small self-administered scheme, known as a SSAS, both offer more control and a wider choice of investments than a standard pension. That flexibility can be valuable, but it also carries greater responsibility and is not right for everyone.
We help you understand whether a SIPP or SSAS suits your circumstances, and if it does, how to use it well. Our advice is independent and Chartered, so it is built around you rather than any single provider.
We review your existing pensions and your goals, explain how a SIPP or SSAS would work for you and set out the costs and responsibilities involved. If it is the right fit, we help you put it in place and keep it under review. Your first conversation is free and without obligation.
Impartial advice on whether a SIPP or SSAS genuinely suits you.
More flexibility over your pension, with expert support behind you.
We advise directors on using a SSAS as part of their retirement planning.
We keep your arrangement under review as your circumstances change.
Tell us about your pensions and plans, and one of our advisers will come back to you, usually within a working day.
Speak to an Adviser