SIPP
Yorsipp offers a range of SIPP and SSAS products, designed to accommodate a wide range of both pre and post retirement options. We also make it easy for you to keep up to date with progress via our online adviser / client portal. We try to be as flexible as possible - whenever you require access to a wider (or narrower) range of investment options you can simply move to the appropriate option without having to transfer to an alternative plan.
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
Step Up SIPP
Self-Invested Personal Pension
- same investment options as the Singular SIPP, with access of up to 5 holdings
- Whole of Market investment choice
- can be converted to either a Singular SIPP or a Full SIPP at a later date
Full SIPP
Self-Invested Personal Pension
- wider range of investment options
- includes assets such as commercial property
- Whole of Market investment choice
Case Studies
Our team has over 100 years' of combined experience and is familiar with various SIPP and SSAS scenarios and schemes and the associated benefits.
Documents
Our approach is to make life as simple as possible for advisors and clients alike and in turn help get things done right first time with the right guidance, forms and sample documentation.