AJ Bell Platinum SIPP

AJ Bell Platinum SIPP

Why?

  • The SIPP is provided by AJ Bell - a leading provider of trustee and administration services for Self-Invested Personal Pensions.
  • AJ Bell Platinum SIPPs are established as a trust, with you and AJ Bell (PP) Trustees Limited appointed as its trustees.
  • You can choose any UK authorised investment manager to run the SIPP for you, or you can manage the investments yourself.
  • Each Platinum SIPP has a dedicated administration team and access to our consultants.
  • Your SIPP can invest in UK commercial property, which can then be leased to a third party, or back to your own business at a commercial rent.
  • Our fees are clearly stated and reflect the level of work we carry out. Fees will normally be paid out of your fund.

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Literature

All our SIPP documents are available to view and download here.

Literature

SIPP illustration tool

With this tool you and your adviser can produce illustrations showing your projected pension commencement lump sum, maximum income drawdown pension and an estimated annuity for comparison. We can also do projections for immediate income withdrawal – either from a new or an existing SIPP.

SIPP illustration tools

Investment account

If you would like the flexibility to invest your pension online with one of the UK’s leading investment platforms, you should consider opening an investment account with AJ Bell.

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Important information

Please note that the value of investments and any income from them can go down as well as up, and you may not get back your original investment. We do not offer advice about the suitability of our products or any investment held within them. Should you require financial advice, you should consult a suitably qualified financial adviser.

Testimonials

We have been using the AJ Bell Platinum SSAS / SIPP products for a number of years now and we find the service provided by AJ Bell (both for new business and post completion) to be excellent.

Jason McQuigan, Director, Critchleys Financial Planning Find out more

Our consultancy team

Our experienced, knowledgeable team of consultants and support staff are here to help you make informed choices