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:
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.
*Please note the Rowanmoor SIPP is closed to new business. All new business applications for the Embark Group are processed through an associated company, Embark Pensions (a trading name for EBS Pensions Limited). Both Rowanmoor and Embark Pensions are part of the Embark Group.
To set up a new SIPP please visit embarkpensions.co.uk.
Alternatively please contact our sales team.
Buying commercial property via a self-invested pension can be a tax-efficient way to inject cash into a business and provide regular income in the form of rent. Property services are provided by our group company, Embark Property. Read more
The Metro Bank PLC account we set up for each SIPP or Family Pension Trust is for the purpose of managing all cash payments related to the scheme. As trustee, Rowanmoor Trustees Limited is the sole signatory and responsible for all day-to-day management of the account. Read more
Download our SIPP literature using the links below. Read about the suspension of in specie contributions. All documents are also available in audio, large print or Braille format. If you have any questions, please call our servicing team on 01722 445724.