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Self Invested Pension Plans

For those reviewing their pensions - particularly business owners and senior managers - it may be appropriate to consider Self Invested Pension Plans (SIPPs) these are personal pension schemes which allow members to take investment decisions and are not controlled by an institution such as an insurance company.

Within a SIPP, members are restricted in types of investments that can be made. Potential investments are: 

  • Deposit accounts
  • Stock market securities
  • Investment trusts, unit trusts and OEICS
  • Units in insurance-linked funds
  • Futures and options
  • Commercial property, including property rented back to the business at a market rent

For business owners in particular, there can be many benefits to arranging a SIPP, including tax mitigation. However, it is important to get the right advice to suit your particular circumstances.  We have an in-house team experienced in all aspects of setting up SIPPs and managing the investment portfolio.