What is a SIPP?

A Self Invested Personal Pension (SIPP) is a bespoke pension arrangement designed for individuals looking to control their pension fund investments. It offers significant benefits in pension and tax planning, by allowing considerable flexibility in pensions fund investments, and in when and how benefits are taken.

Clients can contribute up to the Annual Allowance in any one tax year and take advantage of any unused relief by way of carry forward, noting, if a client is in receipt of the new flexi-access income streams the Money Purchase Annual Allowance will apply.

Clients can make their own investment decisions and decide how best to access their pension scheme benefits. Our role at Walker Crips Pensions is to help our clients achieve their retirement goals, by working with them and their advisers and offering a dedicated SIPP administration team with a designated single point of contact.

From April 2015, the government has introduced radical new rules which give you the freedom to choose the option that’s right for you when accessing pension scheme benefits at age 55.

If you are a professional adviser or introducer and have any technical queries, or would like to find out about opportunities within pensions, please call Wendy Eastwood on 01904 544312 or email [email protected].

Contact Us

This site will tell you more about us, our experience and expertise. But there is no substitute for talking to us. We hope that you will.

Call us on 01904 544312

Or email us at [email protected]

Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, may fall as well as rise and the amount realised may be less than the original sum invested.

Walker Crips Group plc (Old Change House, 128 Queen Victoria Street, London EC4V 4BJ), registered in England, registered number 1432059, incorporates the following companies which are authorised and regulated by the Financial Conduct Authority: Walker Crips Investment Management Limited registered in England number 4774117 member of the London Stock Exchange, Walker Crips Wealth Management Limited registered in England number 3790291, Ebor Trustees Limited registered in England number 3514268, Barker Poland Asset Management LLP registered in England and Wales number OC341149.