Compare Self Invested Personal Pensions (SIPPs)
To compare, set up or amend your UK SIPP could not be easier. Simply click on the appropriate link in the Quick Links panel. Once you have filled in the application form send it to us and we’ll check the form over for you and fill in our details.
If you are making any application please download copies and familiarize yourself with the:Terms of Business &
Terms and Conditions.
You will find the main application form for new business is the first option on the Quick Links bar. If you have an existing pension arrangement, other than a drawdown contract, click on the link for the 'Main Application Form'.
To make an additional single contribution to your existing UK SIPP click on the 'Additional Contribution' link.
If you wish to amend your regular savings arrangement, or to make an additional transfer, click on the 'Short SIPP Application' link.
If you would like for a third party, other than your employer, to contribute to this plan follow the 'Third Party Contribution' link.
To amend the details regarding your death benefits click on the 'Death Benefits' link
Investing in a UK SIPP through Heritage Financial Services will save you money. Unlike ISAs, we cannot provide the SIPP on a non-advisory basis. However, because you are making the fund choices and filling in the majority of the paperwork, our time spent setting up the plan is greatly reduced, and we can pass those savings on to you.
Heritage will not allow our impeccable service levels suffer simply because we are providing a more cost effective service. If you have any problems, be it with the application form itself, the transfer process or with the maintenance of the SIPP when it is operational you can be sure we will be at the end of the telephone waiting to assist you in any way we can. Investing with Heritage – quality, security and peace of mind.
STOP PRESS! FREE SIPP AVAILABLE TODAY! CLICK HERE FOR MORE DETAILS!
Self Invested Personal Pensions (SIPPs) are fast becoming the most popular way to manage your financial affairs in preparation for, and during, retirement. Investors now expect the flexibility available to them in their collective investments to be available in the pension plan. SIPPs deliver that flexibility. Compare SIPPs with Heritage and you will have access to over 1000 funds from 55 providers. If you so choose, you can also invest directly in commercial property and stock and shares.
You can transfer monies from your existing pension plans or you can transfer the investments themselves ‘in specie’. If you so wish, you can choose the level of benefit you receive and continue to pay into the plan. Perhaps the greatest advantage of the UK SIPP is the ability to take a holistic view of your pension planning. With all your provisions for retirement ‘under one roof’, management problems such as effective portfolio diversification and shortfall analysis become easy. Simplification, flexibility and choice: The Heritage Financial Services SIPP*.
*The Heritage SIPP is managed by Standard Life in a joint venture with FundNetworks.
Click here for more information about Self Invested Personal Pension
Click Here to see the Savings Available by Investing through Heritage
Quick Links:
SIPP Funds
Main Application Form
Additional Contribution
Short SIPP Application
Third Party Contribution
Death Benefits
Charges
