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Bestinvest

Important considerations

Protected Rights have been freed.

  • The wrappers used in the Bestinvest SIPP are provided by FundsNetwork and Cofunds with special terms applying for Bestinvest clients.
  • Although we have designed our SIPP proposition for clients like you, this does not mean that it is necessarily suitable for your specific requirements or that transferring an existing pension to it is necessarily going to be suitable for you. Bestinvest have not advised on the suitability of transferring your protected rights to a SIPP. If you are unsure as to the appropriateness of transferring please seek independent financial advice.
  • The tax advantages of all pension policies are open to change by HM Revenue and Customs.
  • Any pension requires a long-term commitment and any investment you make via a SIPP should be viewed as such. Importantly, the value of such investments can fall as well as rise and returns are not guaranteed.
  • Always join an employer's pension scheme first if they make a contribution.
  • Please be aware, when transferring pension plans, your investments may be out of the market for a period of time whilst the transfer takes place.

Our Services

Read further information about Bestinvest's services

Further information

Further information is provided by the FSA and the Pensions Advisory Service, amongst others:

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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