Our single investment SIPP is for clients who want to simplify by investing in a single portfolio from a discretionary manager, stockbroker or fund platform.
This option unlocks the SIPP’s wider investment flexibility. There are no restrictions on the number of investments that can be held, allowing you to diversify through multiple portfolios, or invest in assets such as commercial property, unquoted shares and collective investments (non-regulated).
If the client’s investment needs require more diversity, they can change from a Single Investment SIPP to a Full Investment SIPP, or vice versa if their needs simplify. No matter how they choose to invest, they will always benefit from our award wining technical capability and service.
We provide guidance on the administration requirements and acceptability of assets in the SIPP. Please get in touch if your or your client’s investment choice is not on our approved list.