SIPP

Flexible enough to be easily tailored to ensure your clients’ financial goals are achieved, the Open Pension enables your clients to take fuller control of their retirement funds.

Benefits to clients

• Clients can choose the level and frequency of their pension contributions
• They can remain fully self invested while decumulating funds
• They do not need to purchase an annuity to receive an income
• They can take up to 25% of their fund as tax-free cash
• They can decide when to draw income, and how much
• Funds from other pensions can be transferred into the Open Pension

Special Offer

Reduced set-up fees for transfers from an Open Pension into a New Open Annuity.

If you have any questions please contact us, or go to our Open Pension literature library for more information.

To find out more about how you or your high net worth clients could benefit from our range of individually tailored products, call us on 0870 7566696.