No SIPP establishment fee going forward

We’re pleased to announce a permanent change to our SIPP offerings: from now on, there will be no establishment fee on any new SIPP, whether it’s a Singular, Step Up, or Full SIPP. This change reflects our ongoing commitment to making pension planning more accessible and cost-effective for advisers and their clients.

For every new SIPP application, the SIPP establishment fee is now removed, helping your clients save on upfront costs and making it easier than ever to start their self-invested pension journey. Details can be found in our fee schedules.

SIPPs offer a powerful way for your clients to take control of their retirement planning. They can provide flexible and tax efficient investment opportunities that standard pensions may not.

• Investment choice - flexible Whole Of Market investment choice, including commercial property
• Flexibility - tailored solutions to suit individual client needs and allows you to make transfer payments from other appropriate pension arrangements
• Tax efficiency - tax relief on personal contributions, allowing your clients to save for their retirement in a tax efficient and flexible manner

Removing the establishment fee is part of our commitment to reducing barriers to pension planning. It makes SIPPs more affordable, simplifies the application process, and allows advisers to focus on helping clients achieve their retirement goals.

With no upfront fee, now is the perfect time for clients to consider a SIPP that suits their ambitions, whether they are starting small, planning for property investment, or taking a step-up approach for growth. For more information on our SIPPs or to start a new application, get in touch today.