Why should I choose the Bestinvest SIPP service?

  • Investment Advice - To help you make decisions
  • Investment Management - So we can take responsibility for you
  • Low Costs - To help boost returns
    - No annual administration fee
    - No initial set up fee
    - No initial charges on fund investments
    - No transaction fees
  • Help With Administration - To make your life easier
  • Accessible Experts - For your convenience
  • Ongoing Support & Reporting - Impartial investment advice

Am I eligible

Anyone who already has or is eligible to contribute into a personal pension can take advantage of a SIPP.

What type of pensions can be transferred to Bestinvest's SIPP?

Any of the following can be transferred and we can help you with the process:

  • Personal Pension Plans (PPPs)
  • Stakeholder Pensions
  • Non-Bestinvest SIPPs
  • Free Standing Additional Voluntary Contributions Plans (FSAVCs)
  • Executive Pension Plans (EPPs)
  • Retirement Annuity Contracts
  • Most paid up Occupational Money Purchase Plans

Where can I invest?

You can invest in over 1,000 funds, tailoring your pension portfolio to your exact needs.

When should I be considering investing in the Bestinvest SIPP?

To qualify for our no fee SIPP service you need a pension pot of £50,000 or above. If your pension provisions are currently below or are likely to stay below £50,000 you should call our advisory team to discuss a Stakeholder Pension Plan.

How do I apply?

It’s very easy to apply for the Bestinvest SIPPService - please complete the ‘enquiry’ form found here. Alternatively please print and return this enquiry form and return it to us at 6 Chesterfield Gardens, London, W1J 5BQ. If you have any questions about the Bestinvest SIPP Service please contact one of our investment specialists on 0800 970 9142. Alternatively, you can e-mail sipp@bestinvest.co.uk, fax 020 7189 9933.

Did you know?...

  • Pension contributions benefit from income tax relief
  • 20% basic tax relief is added to your contribution
  • 20% more can be reclaimed by higher rate tax payers
  • £1 investment can cost you as little as 60 pence

You can contribute equivalent of a year's salary (up to a maximum of £235,000 in 2008/09) into your pension each year.

...and there's more

  • 25% of your pension pot can usually be taken as a tax free lump sum
  • The funds will grow free of Capital Gains Tax and Income Tax
  • If you die before taking your retirement benefits, you can normally pass the fund to your spouse free of Inheritance Tax.