Retirement Account
Updated: Defaqto independent review of the award winning SIPP – Retirement Account. Download
the summary or full report.
Retirement Account
Our award winning Retirement Account is a Self-Invested Personal Pension (SIPP). This 'plan for life' offers a tax efficient way for your client to save for their retirement and then provide them with a flexible, taxable income when they retire, whilst its value remains invested.
The Retirement Account at a glance:
- Retirement Planning (pre retirement) and Retirement Income (post-retirement) in one policy.
- Holds both protected and non-protected rights.
- Allows the consolidation of your clients' existing pensions into one place.
- Our unique Control Account which is a clearing and transactional account for the payments made to and from the Retirement Account.
- Total transparency on all costs – 'an unbundled charge' – split into 3 separate charges: Service Charge, Investment Charge and Adviser Payment Charge.
- A wide range of investment options including Fund Supermarket, Discretionary Fund Management, Commercial Property and Share Dealing.
- Dedicated in-house Servicing Team for managing our SIPP as well as advanced online capability.
Who is it for?
