Self Invested Personal Pensions (SIPPs)
SIPPs are designed to provide you with greater flexibility and control over the underlying investments within your pension.
As with your taxable portfolio, we will tailor your pension investments to suit your specific needs, circumstances and attitude to risk. Your investments will evolve as necessary to reflect your changing circumstances both before and after retirement.
Principal can be appointed to manage the investments within your SIPP and has links with most of the major SIPP providers (see link below), to enable us to manage the assets within a SIPP wrapper. This allows investors to combine the tax advantages of a personal pension with the benefits of a tailored discretionary portfolio management service from Principal.
To download a list of the SIPP providers we work with, please click here. To download 'Portfolio management for SIPPs', please click here.A discounted SIPP when you invest with Principal
Principal is delighted to announce the launch of a SIPP deal with Sanlam Investments & Pensions (SIP), whereby Principal will pay the Initial and Annual Administration Charge for their SIPP wrapper where we are appointed as the discretionary investment manager on sums of £250,000 or more under the OneSIPP. This does not apply in the case of WealthSpace or Sanlam Portal wrap services.
If you would like to hear more about this service, please contact us or your financial adviser for further information.
Small Self Administered Schemes (SSASs)
SSASs are company pension schemes, designed to provide greater flexibility and control over the scheme's assets. Principal can be appointed to manage the underlying investments within the SSAS wrapper. As with a SIPP, this allows investors to combine the tax advantages of the pension scheme with the benefits of a tailored discretionary portfolio management service from Principal.
