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A low-cost online pension solution designed to match clients' attitude to risk. Delivered by four independent experts, Pointon York, Barrie & Hibbert, OBSR and Praemium.
Convenient, Efficient, Simple
- Apply online - 24/7 access to fund and transaction details
- Complete an attitude to risk questionnaire which aligns the client’s asset allocation to their attitude to risk
- Investment into a choice of five SMARTFunds through the Praemium platform, actively managed to provide a compliant investment process
- Funds automatically rebalanced without the need for individual client or IFA authorisation
- Aligned with FSA sentiment on investment advice, mitigating
your business risk
Smart Solutions, Smart Partners
- Risk-rated model portfolios: Defensive, Cautious, Balanced, Growth and Aggressive Growth
- Online pensions report illustrates projected fund value against desired retirement income, so that any shortfall can be remedied
- Strategic asset allocation determined by Barrie & Hibbert
- Expert investment analysts, OBSR, responsible for fund selection from universe of funds
- Platform technology provided by Praemium
- SIPP wrapper and administration provided by Pointon York
Competitively priced
- No Establishment Fee
- Annual Administration Fee £150
e-SIPP set-up process
For details on how to set-up an e-SIPP click here
To apply click here
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