SIPP - Self invested Personal Pension
Self Invested Personal Pensions (SIPPs) offer flexibility and a wider choice of investments for your pension fund.
We have our own administration systems that allow us to provide bespoke pension solutions, such as our own Self Invested Personal Pension (SIPP).
Our SIPP allows you to benefit from our Discretionary Investment Management service. This incorporates leading-edge asset allocation technology and the skills and experience of our investment management team.
For clients invested with this service, there are no SIPP product charges.
Our SIPP proposition provides access to all investment funds and an extensive range of other investment options.
Clients invested in our Discretionary Investment Management service are also able to access valuations, portfolio breakdowns and other information online, so, if they wish, they can keep a regular track of their holdings. This information about SIPP investments can be combined with any other investments we manage which may be held outside the SIPP such as ISAs and bonds, to provide a comprehensive portfolio overview.
We manage both Protected Rights and Non Protected Rights assets for our clients.
The Towry Discretionary Investment Management service invests in assets which can go down as well as up in value. This means that the value of your portfolio can fluctuate and, therefore, you could get back less than you invest.
The way in which tax charges (or tax relief, if appropriate) are applied depends on individual circumstances and may be subject to change.