Our self-invested personal pension (SIPP) gives clients control of their pension savings, with access to investments across the full spectrum of asset classes.
The Rowanmoor SIPP gives clients full control of their retirement savings, with access to a wide range of investment opportunities. Our aim is to offer the most comprehensive investment choice available under current legislation. A full list is available in our key features document.
There are two investment options for the Rowanmoor SIPP:
We provide guidance on the administration requirements and acceptability of assets in the SIPP. Please get in touch if the client's investment choice is not on our approved list.
If the client's investment needs change, they can simplify and convert to a single investment SIPP. No matter how they choose to invest, they will always benefit from our award winning technical capability and service.
The Rowanmoor Family Pension Trust ('Family SIPP') is a cross a between a SSAS and a SIPP. It is designed for like minded investors or family members willing to pool their resources to achieve greater leverage and benefit from lower investment charges.
Investing unused annual allowance into a SIPP allowed this member to supplement their defined benefit scheme and fund early retirement.
This member invested in a discretionary portfolio via a simple SIPP and later switched to a full investment SIPP to buy commercial property.
Borrowing and transferring existing benefits enabled this business owner to buy commercial property, putting their pension to work.
Jointly purchasing the freehold of premises leased by his company created a stream of rental income that will build retirement savings.