Pensions Management
Successful retirement planning requires the development of an appropriate strategy and focused pension fund management with an appointed investment manager. The Group's financial planners are involved in developing strategies for clients' retirement, both before and after the time you retire. Typically, this would involve the use of products such as Self Invested Personal Pensions (SIPPs) which give our clients the following benefits:
- Greater investment control
- Flexibility to meet changing circumstances
- Bespoke investment strategy
- Personal investment manager
- Personal advice throughout transition from pre to post retirement
- Transparent charging structure
- Opportunity to use your pension fund as a long term tax planning vehicle
Independent Investment Management of SIPPs
The Group is an approved investment manager for most UK SIPP providers. As well as strategic pensions advice, we also offer independent third party investment management of SIPP portfolios, using our
Discretionary Portfolio Management Service.