Originally sent 29 January 2019
It wouldn’t make sense to ask for your opinions only to ignore them when designing the product. We’ve taken your lead and Your Future SIPP is the end result.
Key features of Your Future SIPP:
Our video offers a complete overview of the product, including:
- Key features
- Headline pricing
- Investments range
- Investment partners
- Income options
- Servicing options
Hear the thoughts of group sales director, Dave Stratton.
What we won’t do
Your Future SIPP may be the most flexible SIPP on the market, but there are some things that we just won’t do. A number of SIPP providers have become unstuck by saying yes to everything, and we think it is just as important that we’re clear on what we won’t do.
So please don’t expect Your Future SIPP to:
- Accept overseas property
- Accept unadvised defined benefit transfers
- Deal with your client instead of you, unless instructed specifically by the client
We’re nearly ready – are you?
Our next update will launch Your Future SIPP, alongside a brand new website. To make sure you and your clients don’t miss out there’s still time to sign up to our Terms of Business if you have not already done so.
If you have any queries regarding Your Future SIPP please contact your local Business Development Manager or contact 01473 296 950 for more information.