As an umbrella company/accounting firm, your clients look up to you for financial expertise, tax planning and compliance with regulations. Discover the power of personal pensions with iSIPP for your clients’ financial future!
Unlock the financial freedom for your clients with the iSIPP personal pension. To discuss further a mutually beneficial offering, contact us below.
Trusted by over 6,000 clients with £1.5 billion assets under administration at group level, iSIPP brings over 25 years experience in self-invested personal pensions (SIPP). Our technology enabled services offer your clients the oversight, flexibility and control over their retirement investments.
Continuous improvement is part of our culture, as is our commitment to supporting our community. We’ll always be clear and open, enabling your clients to have control and choice when consolidating and contributing to their pensions.
Greater visibility with one pension account
Consolidate existing pensions and flexibly contribute
Request employers (inc. umbrella companies) to make contributions
Competitive and transparent fees
24×7 access so clients can manage their pension and investment
Expert and personable administration support
Investment choices to help your clients meet their objectives
Provide holistic tax advice by incorporating pension planning into your portfolio, becoming a one-stop solution for your clients.
Demonstrate commitment to your clients’ financial well-being.
Offer tax efficient iSIPP solution to your clients.
Referral programme to help your firm with additional revenue.
Compliance support to meet regulatory requirements.
Marketing support to promote iSIPP to your clients.
Authorised and Regulated by the Financial Conduct Authority (FCA) and with over 25-years of pension expertise, you can have faith in our ability to look after your client’s future.
Investment funds we offer provide options to your clients who wish to keep their investments simple, but we also cater for your clients who need flexibility and want to create their own portfolio. Funds offered by our SIPP are managed by some of the most recognised and experienced fund managers, delivering peace of mind. Your pension is covered by the Financial Services Compensation Scheme (FSCS) too.
Clients who choose iSIPP:
Long-Term savers looking for tax efficiency
Individuals with diverse income sources
High earners maximising pension contributions
Individuals wanting flexibility in pension contributions
Individuals looking to consolidate pension pots
Individuals wanting simple retirement solution
Investors seeking control over their portfolio
Individuals wanting to plan inheritance
Your clients can research more about about Self-Invested Personal Pensions (SIPP) by visiting isipp.co.uk/pension-knowledge to learn more.
It’s easy for your clients to get started. With online application in a few minutes, they can consolidate existing pensions or contribute to open an account.
We provide access to a wide range of investment options, managed by leading fund houses. Your clients can even build their own portfolio, the choice is theirs.
Our technology provides your clients with online account access to help manage their pension and investments.
Clients can access their account whenever and wherever they wish.
As with all investing, the capital is at risk. The value of your client’s portfolio with us can go down as well as up and they may get back less than they invest. We do not provide financial, tax or investment advice. Assumptions used. How to read the results.
This calculator is not a reliable indicator of future performance and is intended for general information purposes only, as an aid to decision-making, not a guarantee. This calculator uses certain assumptions and uses the FCA prescribed mid-growth rate of 5%. A pension may not be right for everyone, and tax rules may change in the future. If your client is unsure if a pension is right for them, then please ask them to seek independent financial advice. You can use the below calculator with your client to input their age and transfer amount.
Your estimated
retirement fund
Expected growth rate
The purpose of this calculator is to give you a general indication of your fund value at an illustrated retirement age (please read the assumptions used) based on your current age and the transfer amount.
This calculator does not constitute personal advice. You are advised to seek independent financial advice.
The figures are a guide only; they are not guaranteed. Your final pension fund, and the income available from it, will depend upon a range of factors. These include, but are not limited to, contributions you make in future, the growth of your fund, charges, inflation, annuity rates and options, and your retirement age.
The value of investments can go down as well as up and you may get back less than you invest.
The calculator does not take account of any tax charges which may apply to contributions into or income from a pension or any tax applicable if your fund exceeds the lifetime allowance at the time of retirement.
This calculator is not appropriate for calculating potential income from a defined benefits scheme.
This calculator does not take into account any benefits from a state pension.
For the purposes of this illustration, the FCA require us to provide you with an indication of your projected pension fund value you may get at your illustrated retirement age at 65. The illustrative value is based on prescribed Mid investment growth rate of 5%, after allowing for all fees and charges.
The projection assumes that you do not draw any income or one-off lump sums from the SIPP. It also assumes the value of your pension fund is within the standard Lifetime Allowance and no LTA tax charge applies.
In addition, we are required to reduce the projected figures to account for inflation. Inflation is the rise in costs of goods and services over time.
This illustration incorporates our fees as per our fee schedule. Fixed monetary fees are assumed to increase each year in line with inflation.
Ongoing Charges Figure (OCF): This illustration incorporates an assumed Ongoing Charges Figure (OCF) 1.00% for the purposes of generating this illustration.
The figures are for illustration purposes only and are not guaranteed. The value of the SIPP depends on how your investments perform after charges and fees.
Provided by global fund manager BlackRock, the range of funds are designed to take the hard work out of investing. They make it simple and cost-effective, whilst managing risk.
Clients can make their own investment decisions and choose the funds that work for them. This option is designed for those who want to build a tailored option.
Invest in line with your values and beliefs. Environmental, social and governance are categories that can play a role in deciding what an ESG fund invests in.
This fund is governed by the requirements of Shariah law and ensures that the underlying businesses in which it invests adhere to Islamic-based investment restrictions.
Trust Fee
Platform Services Fee
The Trust Fee and the Platform Services Fee cover the standard iSIPP service as described in our Terms and Conditions. This document also explains how the fees are calculated and deducted. In addition, you will pay the Ongoing Charges Figure, (OCF), this is a fee charged directly by the fund manager and covers their day-to-day cost of running the fund. OCF depends on the funds you choose. To find out more see our fund choice here.
Unlock the financial freedom for your clients with the iSIPP personal pension. To discuss further a mutually beneficial offering.
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