Online SIPP
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Unit Trusts in SIPPs

Online Unit Trust SIPP                                 Please Click to Enquire

Protected Rights (funds from Contracting Out) can be Self Invested!

  • What is the Unit Trust SIPP?

    • It is a low cost, flexible, online sipp

    • Nearly 1,000 Unit Trust and other collective equity funds are available at hugely discounted prices

      • However, property, property funds, individual equities and other assets are not allowed

      • So you get an enormous range of collective equity investments

      • But by restricting other investment options we keep it simple and keep the cost down for you

  • What Fund Managers do you offer?

  • How much do I need to get my Unit Trust SIPP going?

    • Just £10,000 and/or £200 per month

  • What are the charges for the Unit Trust Investments?

    • Very low! There are no bid-offer spreads (Standard Initial Charge) on any of the funds

      • You pay no upfront charges on any of the funds

      • These funds typically have upfront charges of 3% to 5.50% if you buy them personally

        • So you get a huge cost-saving

      • If you buy these funds through someone else's sipp you will probably pay significant upfront charges

    • The only fund charge is an annual charge

      • There is even a fund rebate on this, so for most funds the effective charge is substantially lower

    • What it means to you is that you self invest with greatly reduced charges

    • And the charge for setting up the Online SIPP is very low; full details will be sent to you when you enquire

  • Protected Rights Funds can be transferred into our Unit Trust SIPP

    • You can then self-invest these funds

    • Very few Online SIPPs allow self-investment of Protected Rights - our does

  • How does this Online SIPP work? Is it complicated?

    • We make it simple for you

    • When you enquire we talk you through things and answer your questions

      • The website is simple and easy to use, but we can explain anything you want to know

        • You will see the full range of funds, the functionality and how everything works

        • So you will understand what you are getting and how it works before you make any commitment

      • This help and advice is free and without obligation

        • We won't try to sell you anything

        • We won't try to insist that we come and see you (this is an online sipp!)

    • Then, if you want to go ahead, we will arrange it for you

Online Unit Trust SIPP ENQUIRY

Or call us on: 01296 468577

SIPPs - TAKE CONTROL OF YOUR PENSION