020 7189 9999

Monday to Thursday 8.30am - 5.30pm
Friday 8.30am - 4.30pm

Bestinvest

How Bestinvest can help

We have researched the market and chosen the Best Stakeholder and SIPP products.

The Best Stakeholder

We use the Scottish Widows stakeholder pension, which has additional benefits to that normally available within the market.

Normally investors are unable to access external funds (non provider funds) and are forced to buy the providers’ own range. Our clients can put up to 100% of their investments into external funds, versus the normal 30% (with Scottish Widows). This provides a greater level of choice and flexibility for our clients. They also enjoy an annual management charge of 1%, rather than the usual 1.5% that stakeholder providers levy.

The Best SIPP

We advocate the FundsNetwork SIPP, which provides an environment to hold pension investments, if the fund value is over £50,000.

The SIPP itself is flexible and transparent, enabling you to control and monitor your pension investments. Unlike other pension plans it allows you the freedom to gain access to over 1000 funds with the choice and capacity to tailor your pension portfolio. Our experts can guide you through the process of opening a new plan or transferring a current pension. Once the plan is set up we can provide ongoing investment advice and reporting at no additional cost.

We believe that we are the only independent advisers that provide bespoke investment advice for no additional charge. If you prefer, we can take responsibility for managing your portfolio on an ongoing basis.

Common questions

What if I don't want advice?

Although we can provide free guidance and investment advice at no additional cost, you also have the option of choosing your own funds

Do I need new money to invest into a pension?

No, it is also possible to transfer other pension plans into a stakeholder and SIPP.

Need help? Call 020 7189 9999

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority

Version: 2.1.54