Products

Self Invested Personal Pension

We offer a SIPP 'wrapper' that provides maximum flexibility in both pre and post retirement planning as well as allowing access in a wide range of HMRC permitted investments. The plan fees are both competitive and transparent. A reduced annual fee applies where funds are invested via one investment platform. (Please see Fee Schedule for further details).

We can also accommodate 'Group' SIPPs, for example as part of an employee benefits package or 'Joint Property' schemes where a number of individual SIPP holders may wish to join forces to collectively purchase a property.

Small Self Administered Scheme

In circumstances where a 'sponsor' (usually an employer or partnership) wishes to set up a scheme for a collection of individuals, a SSAS may be a suitable alternative to a SIPP. We can also take on existing SSAS arrangements, acting as scheme trustee alongside the member trustees; this is especially so where the existing professional trustees have resigned.

For more details on any of the above, please contact City Trustees.