As part of our integrated investment management services, we can manage investments within your Self-Invested Pension Plan (SIPP), aligning the SIPP objectives with your main and other tax-free portfolios.
SIPPS are increasingly popular, as a flexible vehicle offering worthwhile tax advantages to the investor. But the freedom they offer can lead to poor DIY investment decisions, so by asking us to take control, you can benefit from our expertise.
In line with our policy of choosing “horses for courses”, we prefer to work with SIPP administrators, and, where relevant, IFAs providing fee-based pensions advice.
SIPP-based investment requires a four-way client agreement between the individual (our client), the SIPP administrator, GBIM and Adam & Co. Our formal client relationship is with the administrator.
No additional charges are applied by GBIM or Adam for managing investments within a SIPP.
We will undergo the administrator’s due diligence process if required, and please note that money laundering investigations must be carried out for the individual and administrator (if not FSA regulated pre April 2007).