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Bestinvest

Relevant changes

Protected Rights have been freed.

The changes are relevant to:

  • Anyone who already has a SIPP and has contracted out. Since 1st October 2008 you have been able to transfer outstanding protected rights plans into a SIPP, thereby maximising investment choice, consolidating your pensions and reducing the administrative burden.
  • Those for whom the value of their protected rights pot alone, or when combined with other personal pensions gathered over the years, now makes a SIPP a viable option.
  • For those seeking greater flexibility, this offers the choice of taking tax-free cash lump sums, income drawdown or phased retirement.
  • Anyone seeking to maximise their investment flexibility or looking to appoint someone to manage assets on their behalf.
  • Those wishing to consolidate their protected rights into a SIPP to benefit from economies of scale and therefore reduce administration costs of their pensions.
  • Investors wishing to gain access to Bestinvest's research, asset allocation and investment advisory skills.
  • Anyone wanting access to better performing funds.

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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