Step Up SIPP

Offering a gateway between the Singular & Full SIPP options plans is our Step Up SIPP. This plan offers access of up to 5 of the investment options permitted under our Singular SIPP. Designed to accommodate a wide range of both pre and post retirement options, we make it easy for you to keep up to date with progress via our online adviser/client portal.

All assets held must also meet FCA definition of "standard" investments.

The plan can be converted to either a Singular SIPP or a Full SIPP within the same wrapper if required at a later date - i.e. no "transfer" is required.

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Other Products

Singular SIPP

Self-Invested Personal Pension

  • low cost SIPP
  • offers cost effective pension consolidation
  • can be converted to either a Step Up SIPP or a Full SIPP at a later date
  • fixed fee
  • ideal for DFM investment
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Full SIPP

Self-Invested Personal Pension

  • wider range of investment options
  • includes assets such as commercial property
  • Whole of Market investment choice
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