Self invested Pension (SIPP) Clients

A Self Invested Personal Pension (SIPP) is a tax-efficient and flexible pension wrapper that can invest in a wide range of investments to provide for retirement benefits and Income Drawdown.

Members can make regular or occasional payments, subject to HM Revenue & Customs limits, as well as transferring funds from other UK tax approved pension arrangements. On retirement, there are several options available through the SIPP and CA will advise on all aspects of retirement income planning.

SIPPs will not be suitable for everyone; there are a number of different factors to consider, not least, the costs of setting up and running a SIPP. Again, CA will advise clients in this respect.

CA offers its own SIPP together with a range of investment options, including Portfolio Advice Services, risk based portfolios and self-investment. The CA SIPP, in conjunction with SIPPcentre, offers a highly versatile and competitively priced internet based pension solution.