Active Money SIPP
Giving your clients access to our widest range of investments
What is the Active Money SIPP?
The Active Money Self Invested Personal Pension (SIPP) is a type of personal pension.
Our SIPP offers access to all of our individual pension funds plus a full range of mutual funds. What's more, you can choose from a range of other investments including bonds, shares, gilts and commercial property to help build a portfolio that will suit the needs of your client.
It also offers a range of choices when it comes to taking money from the pension plan at retirement. It also provides benefits for dependents at death.
For more target market and suitability information for this product download the statement of Target Market.
SIPP Payment limits (gross)
To start a SIPP, the minimum payments are:
- £300 a month
- £3,000 a year
- £10,000 for single or transfer payments
For existing SIPPs with a fund value of more than £50,000, the minimum payments are:
- £100 a month
- £1,000 a year
There’s no minimum amount for additional single or transfer payments.
Active Money SIPP literature
Our literature library has all the useful information, forms, guides and key documents you need for our SIPP.
Client benefits
Our widest range of investments |
Flexible income options |
|---|---|
Pay for what is used |
Easy to manage |
Transferring other pension plans |
A variety of payment options |
Benefits to your business
Flexible adviser charging options |
Specialist support |
|---|---|
Online new business and top ups |
Online Client View |
Integration services |
Adviser payments |
Bulk data download |
Active Money SIPP investment options
Our SIPP offers access to a wide range of investments, including mutual funds, cash deposits, exchange traded funds, structured products, government bonds, corporate bonds, commercial property and insurance company funds or policies. We also offer Discretionary Investment Managers to manage investments on your behalf.
Active Money SIPP key features document
More about commercial property investments
Active Money SIPP charges
SIPP charges depend on the type of funds you choose for your client. We also offer Fund Discounts on insured funds, based on the total value of investments as shown below.
| Total value of funds (Level 1 and 2) |
Level 1 fund discount (to 25 May 2022) |
Level 1 fund discount (from 25 May 2022) |
|---|---|---|
| £0 to £25,000 | 0.3% | 0.3% |
| £25,000 to £250,000 | 0.3% | 0.5% |
| £250,000 to £500,000 | 0.4% | 0.5% |
| £500,000 + | 0.5% | 0.5% |
The changes to Fund Discounts will apply to new and existing customers.
You can find out more about our charges and discounts by reading the investment choices and charges guide.
The value of investments can go down as well as up, and your clients could get back less than was paid in. Laws and tax rules may change in the future. A client's personal circumstances and where they live in the UK will also have an impact on tax treatment.
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The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.
