What makes an Award-Winning SIPP Provider?

Ensuring you make the most of your Self Invested Personal Pension

How to make the most of your SIPP

Stephen Last
Pensions Administration

The benefits of a Self Invested Personal Pension

Whether you are already planning for retirement and are contributing to a SIPP or if you are exploring the best ways to invest for your life after work, as an award-winning SIPP provider we are able to advise you on how to make the most of your lifetime savings.

As we begin a new tax year, it is worth remembering some of the key benefits of a SIPP:

  • The maximum annual contribution on which tax relief is available, is £40,000. As such, every 80p becomes £1 invested in a SIPP
  • The money you invest inside a SIPP grows free from income and capital gains tax
  • Money can be withdrawn from your SIPP once you reach the minimum retirement age, currently 55, at which point up to 25% of the total sum can be taken out tax-free
  • A SIPP may be held alongside other forms of personal pension.

 

Contact us to discuss your SIPP

Manage your existing SIPP

If you already hold a SIPP with Killik & Co, please contact your Investment Manager today to discuss your remaining allowance.

Open a SIPP with Killik & Co

Having been awarded ‘Best Full SIPP Provider’ for three out of the last four years, whether you are looking for a detailed step by step plan to ensure your retirement is on track, or you are simply looking for an investment partner to advise you on existing pension investments, speak with a member of our team today. You can contact us via:

Our branches are open between 8am – 5.30pm Monday to Friday. Should your enquiry be out of hours, you can request a call back by emailing us here.

Download your complimentary Tax Efficient Savings Guide

All of the tax-efficient savings solutions available to you

Whether you are considering life after work and looking to open a SIPP or you are an existing SIPP client aiming to make the most of your savings and investments, now is the time to do so as we approach the end of the tax year. For further information on how to maximise your tax efficient savings, you can download a complimentary copy of our guide here.

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Tim Bennett summarises what you need to know about SIPPs

In the meantime, we have produced a number of educational videos and materials on the subject, one of which is “A Short Guide To Personal Pensions” that you can see below.

 

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