- Individual Trust
- Complexity made simple by industry experts
- No hidden charges and no percentage fees
- Access to our most senior team members
- Broad range of investment opportunities
They say the best things in life are worth waiting for. Our Open SIPP is certainly true to this maxim. Established, shiny and new, on an Individual Trust basis, it offers SIPP clients the same measurable advantages as those enjoyed by members of a SSAS.
There are numerous reasons why individuals or, crucially, groups of individuals, might want to create a private trust. Master Trusts SIPPs are great at many things; low cost, fast to set up etc., but sometimes people have objectives that can only be met by establishing a private trust.
The greater degree of control and flexibility that our SIPP opens up demands delicate attention. That’s why each and every pension plan is nurtured to perform as best it can by a specialist with detailed knowledge and high regard for the investor’s long-term future. There’s no such thing as an off-the-shelf pension from PSG, and there’s no such thing as a standard approach.
Investors come in every shape and size, as do the advisers who guide them, but the magic touch that our experts bring to the party means that no matter what shape the investment strategy needs to take, our SIPP is flexible enough to take this into account. Commercial property, overseas property, shares, unit trusts and OEICs can all be considered in putting together a personalised SIPP.
As well as better choice and control over where best to make a client’s money work hard, we keep advisers in touch with ever-changing legislation around annual contributions, tax relief and drawdown options so that advisers and their clients feel supported, not stranded.
It’s always better when potential SIPP clients receive input and the advice of an independent financial adviser authorised and regulated by the Financial Conduct Authority. We invite professional advisers to get in touch and find out just how good the Open SIPP is and what it can do for you and your clients.