A Rowanmoor Pensions Self-Invested Personal Pension (SIPP) is designed for individuals, looking to control their pension fund investments. It offers substantial benefits in pension and tax planning, by allowing full flexibility of pension fund investment and when and how benefits are taken, in accordance with the Finance Act 2004.
Clients make their own decisions on when and how much to contribute, how to invest their funds and when deciding how to take benefits. Rowanmoor Pensions' role is to help clients achieve their retirement ambitions by working with them and their professional advisers and offering a personal, portfolio-based administration service.
Each member has a separate plan within the Rowanmoor Pensions SIPP, or if they wish to have the opportunity of taking benefits as a scheme pension, a separately registered SIPP will be established on their behalf.
A Rowanmoor Pensions SIPP can receive contributions, and transfers of existing benefits including protected rights.
A Rowanmoor Pensions SIPP is a plan for life, the bespoke service we offer is enviable in the pensions industry and our award-winning administrators have a reputation for exceptional customer service to support it. We aim to provide the most comprehensive range of investment choice available.
Partnership links with Seven Investment Management Limited (7IM) and Stocktrade, part of Brewin Dolphin Limited, provide members and their advisers with the opportunity to take advantage of specially negotiated terms when making investments.
The Rowanmoor Pensions SIPP is authorised and regulated by the Financial Services Authority. Our SIPP literature is available to download from the Library but if you have a specific query please do not hesitate to contact us.
We recommend that you always seek advice from a recognised investment professional before making a decision to apply for a Rowanmoor Pensions SIPP.