Retirement Investing
Drawdown focused retirement investing, supported by innovative technology
- The information on this page is only suitable for financial professionals.
- Past performance is no indication of future returns and investors could get back less than they pay in.
- There’s no guarantee that models or funds will meet their objectives.
- The value of investments can go down as well as up.
£4.9bn
SIPP assets under management
44,000
SIPP Customers
3,500
New SIPPS opened in 2021
£53m
PCLS payments made in 2021
First for service
Our service levels have led the platform industry for a decade. Our client services team answer over 90% of calls in 20 seconds or less, and our Live Chat satisfaction ratings consistently sit above 4/5.
We create our own technology with input from advisers, planners and administrators, who say it’s easy to use and simple to understand. That’s why they don’t have to waste time calling in with queries.
Our 5 star SIPP
Our 5-star SIPP for Drawdown offers great multi-pot investing flexibility and a very broad range of withdrawal options for a basic charge of £18 a quarter + VAT, with no extra charge for going into drawdown or taking income. There’s no basic charge for our JSIPP.
Investing in retirement
Our broad range of risk rated investment portfolios, including our drawdown specific solution, Guardian and Sterling, our lower risk/higher liquidity solution, mean there’s choice in how to meet every client’s retirement planning goals, over the shorter or longer term.
Balancing the many competing needs of your retired clients in difficult markets, against an ever-changing regulatory background, has never been this tough. While portfolio risk has a key bearing on outcomes, the rate of withdrawal, the client’s gender and life expectancy and the uncertain sequence of returns all need careful consideration.
Patrick Ingram
Head of Strategic Partnerships
Resources to support your retirement conversations
Our perspective on investing for retirement
