Self Select Pension Applications
Information
Pension Portfolios
Instruction Form
A form to alter an existing pension contribution, including: lump sum top-ups, reduction & stopping regular payments and investing SIPP trustee cash
How to use our Non Advisory Pension Portal
This portal is for experienced investors wishing to open a new Stakeholder, Personal Pension or SIPP. If you are not sure you are suitably experienced, click on the 'Do I need Advice?' link on the right or request a call back and we will be in touch to offer assistance.
For SIPPs and Personal Pensions you can select your own funds, pick them from our Top 100 fund range, use one of our risk appropriate portfolios or use one of our low cost Tracker portfolios. Links to all options can be found on the left hand side.
We currently offer the AEGON Scottish Equitable Stakeholder Pension and you will only be able to select from their own fund range.
If you believe you are in the right area, then this is what we offer:
SIPPs (Self Invested Personal Pensions )
- Only available through Heritage Wealth Management
- Over 2,000 funds all at 0% initial charge
- Over 900 funds with an annual charge of 1% or less
- 10 growth and 3 income risk related portfolios
- Large fund discounts > £250K
- Family discounts available
- Effective risk controls
- 5 free switches pa
- Regular reporting subject to servicing agreement
- Real time valuations on-line 24/7
- Paperless applications
- Product transfers without additional applications
- Cash account to harbour funds in difficult market conditions
- for details of your servicing options, click here
- Research data available
- For details of our Non Advisory Fee Tariff click here
Personal Pension
- Complete the Personal Pension application on the left hand side bar. Once we receive it, we will compare the whole of market and report back to with what we believe is the most appropriate pension product for you.
- Over 2,000 funds all at 0% initial charge
- 5 free switches pa
- Regular reporting subject to servicing agreement
- Real time valuations on-line 24/7
- Paperless applications
- Product transfers without additional applications
- Ongoing fund research and quarterly portfolio switches available, subject to servicing agreement
- For details of our Non Advisory Fee Tariff click here
Stakeholder Pension
- We recommend the AEGON Scottish Equitable Stakeholder Pension
- You can choose your own funds or from 5 default Managed funds
- On-line valuations available
- Unlimited free switches
- Regular reporting subject to servicing agreement
- For details of our Non Advisory Fee Tariff click here