Full SIPP
The Alliance Trust Savings Full SIPP is an extremely flexible self-invested personal pension which allows investment in all areas permitted by HM Revenue & Customs, from equities to commercial property
Key benefits at a glance:
- invest in all areas permitted by HMRC including commercial property, gold and unquoted shares
- purchase and sell collective investments (i.e. unit linked insurance policies, unit trusts, OEICs, etc).
- payments to the member using USP and ASP and / or phased retirement as well as purchasing an annuity.
- allows in-specie contributions
- accepts contributions from employed, self employed, directors (even if they belong to a company arrangement)
- permits transfer values from other types of pension arrangement
Click here to view our Full SIPP literature
Property
Our highly rated Property Team based in London is invaluable for any of your clients who wish to invest their pension fund in this way. We have considerable experience and expertise in this specialist area.
Key benefits at a glance:
- specialist technical input from your Property Consultant
- direct liaison with Solicitors, Surveyors and the member
- handling of all administration to purchase the property on the member's behalf
Our flexible and progressive approach allows clients to purchase the commercial property they want. We allow for property to be split over multiple SIPPs and allow joint ownership with a non SIPP.
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Select SIPP
Our Select SIPP gives you choice and control over your retirement planning, allowing you to invest in a wide range of investments with all the tax benefits of a personal pension.
Key benefits at a glance:
- No setup fee
- Low annual administration charge
- Fixed flat rate online dealing charge of £12.50 per deal regardless of size of deal
- No inactivity fees
- Invest in around 4,000 investments
- Tax relief on your contributions
- No Income Tax on investment income
- No Capital Gains Tax on gains
- Access to Fund Supermarket including 100% commission rebates
- Real time online and telephone dealing
Click here to view our Select SIPP literature
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Child SIPP
A Child SIPP offers all the flexibility and tax relief of a Select SIPP, to help you save for the benefit of a child.
Key benefits at a glance:
- No setup fee
- Low annual administration charge
- Fixed flat rate online dealing charge of £12.50 per deal regardless of size of deal
- No inactivity fees
- Invest in around 4,000 investments
- Tax relief on your contributions
- No Income Tax on investment income
- No Capital Gains Tax on gains
- Access to Fund Supermarket including 100% commission rebates
- Real time online and telephone dealing
Click here to view our Child SIPP literature
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SSAS
We have over twenty years experience of setting up and administering SSASs, from our office in London, we currently administer over 550 SSASs.
Key benefits at a glance:
- the Trust Deed and Rules written in a format that gives flexibility to Trustees over contributions, investments and benefits
- the option to appoint us as an independent co-trustee
- a dedicated SSAS administration team working with you and for the Trustees of the Scheme
- our in-house specialist technical pensions team can provide guidance on the HM Revenue and Customs requirements
Click here to view our SSAS literature
Dealing Accounts
In addition to our range of Pension products we have a full range of dealing options and wrapper products.
Investment Dealing Account
Our Investment Dealing Account is a flexible self select account in which you can hold and deal in a wide range of investments in one place.
Whatever you are investing for, you have the flexibility to develop your investment portfolio to suit your individual requirements, while benefiting from our wide investment choice and fixed flat rate charging structure.
Key benefits at a glance:
- Fixed flat rate online dealing charge of £12.50 per deal regardless of size of deal
- No annual Account or inactivity fees
- Invest in around 4,000 investments
- Access to Fund Supermarket including 100% commission rebates
- Real time online and telephone dealing
- A single view of all your investments
- A consolidated quarterly statement and valuation
Click here to view our Investment Dealing Account literature
Stocks and Shares ISA
Our award winning Stocks & Shares ISA gives you the flexibility to invest in cash, your choice of stocks and shares, or a combination of both, with all the tax advantages of an ISA, and no annual administration charge.
Key benefits at a glance:
- Award winning – Voted Best Stocks & Shares ISA (What Investment Magazine 2008)
- No annual administration charge
- Fixed flat rate online dealing charge of £12.50 per deal regardless of size of deal
- No inactivity fees
- Invest in around 4,000 investments
- No Capital Gains Tax or Income Tax
- Access to Fund Supermarket including 100% commission rebates
- Real time online and telephone dealing
- A single view of all your investments
- A consolidated quarterly statement and valuation
Click here to view our ISA literature
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Cash ISA
For many people a Cash ISA is an easy and simple way to make the most of their money
Key benefits at a glance:
- Tax free interest – save up to £3,600 per year tax free
- 24/7 access to your Cash ISA online
- Add to your ISA, see your statement and recent transactions online
- Ability to transfer into a Stocks and Shares ISA
- Easy access to your money if you need it
- Transfer any existing Cash ISAs to us free
- Save from as little as £50
- Save regularly into your ISA
Click here to view our ISA literature
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