Retirement Investing

Drawdown focused investing, supported by innovative technology

Some things to be aware of

The information on this website is for financial professionals only

The value of investments can go up as well as down

There’s no guarantee that models or funds will meet their objectives

Investors could get back less than they pay in

Past performance is no indication of future returns

£4.9bn

SIPP assets under management

44,000

SIPP Customers

3,500

New SIPPS opened in 2021

£53m

PCLS payments made in 2021

PMN Creds Support 01

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.

Working with us
Stars (Retirement)

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.

Read our SIPP Top 10 Benefits
Feeling Supported (Crop 3, PIM Guardian Sailboats)

Investing in retirement

Our broad range of risk rated investment portfolios, including Guardian, a drawdown specific solution, mean there’s choice in how to meet every client’s retirement planning goals, over the shorter or longer term. And with 5 Diamonds from Defaqto you know our Guardian portfolios have been independently assessed to provide excellent value and risk adjusted returns.

Read about Guardian
IMT

Tools to support you

Our Income Manager Tool (IMT) uses stochastic modelling to test the relative likelihood of success for your retirement plans. Its analysis is based on an independent capital market model and actuarially compiled longevity data, not generalised ONS figures for the entire population. Presented in simple, graphical form, the IMT can help you balance the risks involved in managing an income for life.

Read about the IMT
Patrick Ingram 1920W

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