SIPP

 

A Self Invested Personal Pension (SIPP) is the SSAS equivalent for the self-employed, partnership or an employee.

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SSAS

 

The advantage of a Small Self Administered Scheme (SSAS) to any small to medium sized business.

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Online Services - for IFA's Only

Policy Information

  • To request a personalised illustration, please complete the following details and click on Submit.
Name of client:
Sex: Male
Female
Marital status:
Date of birth:
(dd/mm/yyyy)
Spouses date of birth:
(dd/mm/yyyy)
Retirement age:

Type of SIPP: Full SIPP
Solo SIPP
Illustration type: New Case
Top Up
Drawdown
Drawdown only: Full
Phased
Not applicable
  Amount of PCLS:
  Income Requirements:

Transfer value(s): Non-Protected Rights:
  Protected Rights:
Contributions:

Employee (Gross)
Monthly Annual
Regular Single

Employer (Gross)
Monthly Annual
Regular Single


Type of underlying investment:
Estimated Total Expense
Ratio (TER) net of commission:
Commission Due: Initial:
Trail:
Further Information:
Return E-mail Address:

   
 

CONTACT US

Westerby Trustee Services
The Crescent
King Street
Leicester
LE1 6RX

 

Westerby Investment Management

 

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