Your Own Personal Broker

Planning for retirement requires careful consideration of all possible pension arrangements. With a SIPP, for example, you can make your pension investments as you wish and retain control of them through SIPP management, either acting for yourself or delegating aspects of this task to your Broker. Your Broker can give SIPP advice, clarifying the tax advantages of holding your pension investments in a SIPP, and making sure your pension arrangements fulfil their true potential.

To help optimise your pension arrangements, your Broker will:

1) Establish your investment requirements, including planning for retirement.

2) Arrange a review of your existing pension arrangements.

3) Consider your time horizon, attitude to risk and the possible advantages of specific pension arrangements like SIPPs.

4) Look at your retirement options and build a strategy that best suits your requirements.

5) Offer advice, as and when requested. Or, for our managed clients, review your portfolio on an ongoing basis to ensure your strategy is effective.

Some clients do not want pension advice and are prepared to accept the risk inherent in their own decisions. If you know what you aim to do, we offer an execution only SIPP service.

If you opt for our execution only SIPP service, advice or management will still be available on the investments held within the pension.