Private Investors
- Self-Invested Personal Pensions
Rathbones manages portfolios of investments within a self-invested personal pension for clients.
We work in conjunction with the SIPP member, their independent financial adviser and elected pension provider to provide individual investment management services in line with the member’s stated objectives.
Many of our clients will have other investment portfolios which are managed alongside their pension assets thus ensuring a high degree of coordination.
New legislation means that SIPPs are likely to provide an increasingly attractive method of passing assets between the generations to meet income requirements and to protect capital for the long-term.
Following the introduction of new legislation on 6 April 2006, under the banner of pension simplification, SIPPs are seen as an ideal vehicle to take advantage of the increased flexibility in retirement planning.
If you would like to learn more about SIPPs and whether they are suitable for you, please contact Rathbone Pension & Advisory Services on 020 7399 0000.
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