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Active Money specialist self-invested personal pension

We know that some of your most valuable clients have more sophisticated needs – and we’ve been helping to meet these needs ever since the launch of the Standard Life SIPP in 2004. Our expertise in dealing with the complex needs of more affluent clients is at the heart of this part of the active money lifeplan.

Investment flexibility

The extensive range of investment options available through the active money specialist SIPP enables you to provide the tailored investment solutions that your most discerning clients are looking for, including:

  • Access to more than 1,000 funds on our Fundzone platform
  • A range of discretionary fund managers to choose from
  • Stocks and shares
  • Listed hedge funds
  • Limited partnerships

Some of these investments have greater risks and will require active investment management.

Investment flexibility

As an award-winning SIPP provider we aim to make purchasing commercial property as simple, efficient and safe as possible for your clients. We’re able to offer you everything you need for individual or syndicate purchases – including solicitors, surveyors and property managers – all serviced through a single dedicated team.

Helping you deliver a first-class service

With expert dealing, drawdown and commercial property teams, we’re able to support you in providing the first-class service your wealthiest clients demand.

Our combination of experience and expertise

When it comes to dealing with more sophisticated investments, expertise, accuracy and timely execution are key. Standard Life has highly trained and dedicated teams in dealing, income drawdown and commercial property. At a time when more and more clients are worried about financial security, dealing with a large organisation like Standard Life may be something that they find reassuring.

In terms of commercial property, we’re proud to manage more than 1,000 commercial properties, over half owned by syndicates. We think few other providers are able to match our scale and expertise.

Your clients should be aware that property may take longer to sell.

Our extensive range of investments, funds and assets
  • Stocks and shares
  • Trustee Investment Plans
  • Structured Products
  • Investment Bonds
  • Offshore Bonds
  • Deposit Accounts and Fixed Rate Term Bonds
  • Traded Endowment Plans
  • Exempt Property Unit Trusts
  • OEICs and Unit Trusts
  • Listed Hedge Funds
  • Limited Partnerships
Ongoing improvements to our proposition

As you know, we’re driven by your and your clients’ requirements. So in 2010, we’ll be continuing to develop and improve our specialist SIPP proposition. A crucial part of this is feedback directly from you, so please tell your account manager where you think we can do more to serve your most sophisticated clients.

 

 

 

 




The information on this site is for qualified advisers only and must not be relied on by anyone else. If you are not an adviser you should go to our main website for information about our products and services.

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Standard Life Assurance Limited (SC286833) is registered in Scotland at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH and is authorised and regulated by the Financial Services Authority. 0131 225 2552. Calls may be recorded/monitored.

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