Rowanmoor SIPP services.
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:
- Single Investment 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.
- Full Investment SIPP. This option unlocks the SIPP’s complete 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 intellectual property.
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.
FIND OUT MORE AND APPLY
View the full list of permitted investments. To appoint a discretionary fund manager or stockbroker please contact us to ensure it is approved.
stronger together, with a Family SIPP.
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.
MORESIPP features and benefits.
Case studies show how a SIPP can give clients control of their pension savings.
early retirement.
Investing unused annual allowance into a SIPP allowed this member to supplement their defined benefit scheme and fund early retirement.
investment flexibility.
This member invested in a discretionary portfolio via a simple SIPP and later switched to a full investment SIPP to buy commercial property.
property purchase.
Borrowing and transferring existing benefits enabled this business owner to buy commercial property, putting their pension to work.
enhanced benefits.
Jointly purchasing the freehold of premises leased by his company created a stream of rental income that will build retirement savings.