SIPP Focus consistently proves itself to be a more personalised, personal pension. Since our business was formed in the early '80s we have been specialists in the area of Self Invested Pensions, and our SIPP is the flagship to this proposition
We provide a rounded SIPP pension service in terms of administration and consultancy, building relationships with clients each year. Our SIPP Focus clients know that we believe in personal support; we provide designated account executives who build their knowledge of a client’s circumstances, as well as personal preferences as they work together.
Whilst some find having the advantage of being a Trustee of their own SIPP to be important, others just want to know that they will get a straight answer in a timely fashion when they get in touch.
We aim to understand your objectives and circumstances. This allows us to build a SIPP specifically tailored to your circumstances instead of trying to make your requirements fit within an ‘off the shelf’ contract.
Included in our standard annual services fees are the following:
Personal Support
- Financial Planner: Annual Review meetings and ongoing technical advice
- SIPP Account Executive: Ongoing SIPP maintenance
Administration and Compliance Duties
- The provision of documentation- fully compliant with the Revenue requirements
- Initial and ongoing funding calculations
- Record keeping
- Tax reclaims on contributions
- Tax Returns
- In-house banking facilities
- Specialist investment advice
- Retirement planning
With long-term experience in providing Self Invested Personal Pensions (SIPPs) advice, we are confident our approach will continue to appeal to those seeking a more personalised and focused pension arrangement
