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.