SLG LiveSite Portlet

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.

Browse the literature

Client benefits

Our widest range of investments

Our SIPP gives the option to invest in a wide range of mutual funds as well as our own insured funds and external fund links. It also offers the option to invest in bonds, shares, gilts and commercial property.

Flexible income options

Individuals can choose from our income drawdown options at retirement, including drip-feed and tailored drawdown options.

Pay for what is used

Fees depend on the investment options and features that have been chosen.

Easy to manage

The SIPP can be managed using our online dashboard to switch funds, see valuations, update personal client details and more.

Transferring other pension plans

An individual’s existing pension plans can be transferred into the SIPP. This could mean lower annual charges and more control, but it might not be right for everyone.

More about SIPP transfers

A variety of payment options

Payments can be made monthly, yearly or make single payments and transfers. Payments can also be increased, reduced, stopped and restarted at any time.

More about payment terms

 

Benefits to your business

Flexible adviser charging options

You can charge for your services in a way that suits both you and your clients.

More about adviser payment options

Specialist support

Our dedicated support teams can provide you with a quick response to most enquiries.

Got a question? Contact us here

Online new business and top ups

Our online quote and apply service can save you time with pre-populated forms, online validation and more. You can also submit new business and top ups online with ease.

More about new business

Online Client View

You can manage a SIPP online with Client View. Make additional payments, action complete fund switches, manage charging, update personal details, create quick reports and more.

More about Client View

Integration services

We can integrate a number of our online services and SIPP functions into your front and back office system to help streamline your business and processes.

More about Integration Services

Adviser payments

You can download adviser statements in CSV or PDF format, view payments due and paid by SIPP plan or agency.

More about adviser payments

Bulk data download

Save time by requesting a bulk download of all SIPP plan data under your agency code.

More about 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.

SLG LiveSite Portlet
SLG LiveSite Portlet
SLG LiveSite Portlet

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