Managed SIPP

Your investments managed for you by a dedicated Investment Manager

Overview

Stephen Last
Pensions

Why invest in a Killik & Co Managed SIPP?

Our award-winning SIPP provides you with a truly individual service delivered by a dedicated Investment Manager; an individual with the ability to translate decades of market experience and independent research to help you meet your financial goals, whatever they may be.

Similarly, the Killik and Co SIPP offers:

  • Access to one of the widest ranges of pensionable investments allowing you to invest on over 30 markets worldwide
  • No minimum portfolio size
  • Award-winning investment management, advice and execution from Killik & Co
  • Access to our market expertise and independent research
  • Access to an expert Wealth Planner
  • Access to pricing valuations 24 hours a day via your online portal, MyKillik, as well as quarterly statements and valuations

Who is it right for?

Anyone who is looking for a flexible SIPP with the support of an Investment Manager to execute and manage how best to grow their pension pot.
Our Managed Service is best suited to you if you would prefer to entrust the day-to-day management of your investments to a professional, dedicated Investment Manager.

How much does it cost?

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Where will we invest your pension?

The extensive range of investments and increased options at retirement means that a SIPP offers you far greater control and flexibility over your lifetime savings. Our SIPP offers a huge range of pensionable investments, such as:

  • Cash
  • Equities
  • Gilts
  • Other fixed income instruments
  • Commercial property and land

Should there be anything you do not wish to invest in, our award-winning team can accommodate all your needs, creating a bespoke investment strategy suited to you.

How much can I contribute?

The standard annual allowance for a SIPP in this tax year (2017/18) is £40,000.

However, if you are a high earner, you may need to plan for a reduction in the amount you can contribute to your pension in any one year. Anyone earning over £150,000 will suffer a reduction in the annual allowance (under a rule change on 6th April 2016) such that earnings beyond £210,000 are subject to a contribution cap of £10,000 for this tax year (2017/18).

You have until the 5th April 2018 to take advantage of unutilised contribution allowances from the previous 3 years. Within this tax year you could therefore make use of the the £40,000 allowance for tax years 2014/15, 2015/16 and 2016/17. Again, higher earners should be aware that the maximum amount that can be carried forward in future tax years is set to reduce.

As we move forward under the new legislation, higher earners in particular should ensure that they receive the appropriate advice that will allow them to maximise the amount of tax relief that they receive.

Get in touch

To find out more about our Managed Self Invested Personal Pension, please contact your nearest branch or our Head Office on info@killik.com or 020 7337 0777.

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