The Partnership SIPP is a whole of market SIPP, offering you control of your pension arrangements by allowing access to the full range of investment opportunities permitted by HM Revenue & Customs, together with maximum flexibility on retirement.
Choice and flexibility
The widest possible range of investment choices for your SIPP.
Simple, transparent charges
One single set up fee, one administration fee and no additional charge by James Hay Partnership for buying and selling conventional investments within the SIPP.
Built over 30 years of experience in administering self invested pension schemes. And a dedicated Account Executive will be allocated to support your SIPP. This means you can be assured that your SIPP is in good hands and that you will benefit from the continuity that comes from having a dedicated person dealing with your SIPP.
Take benefits from your SIPP in any form permitted by HM Revenue & Customs.
Transfers, contributions and benefits
Accepts transfers and contributions in the form of non cash assets such as shares and investment funds. ‘Protected Rights’ money can also be accepted.
Access to James Hay Online where you can manage your SIPP online and view up to date information and valuations.
- Commercial property
- Investment funds
- Equities (including unquoted shares)
- Cash panel
- Discretionary manager
- Alternative funds
We believe the Partnership SIPP offers the ultimate in flexibility and value for money.
Partnership SIPP Terms and Conditions
Partnership SIPP Choice and Control brochure
Partnership SIPP Key Features
Partnership SIPP Charges Schedule
Partnership SIPP Permitted Investments List
For more information or to apply for a Partnership SIPP, please visit the Partnership SIPP literature section.
Points to consider
A SIPP may not be suitable for all investors and if you are in any doubt you should consult your financial adviser. James Hay Partnership is not authorised to give financial advice. If you do not already have a financial adviser, information can be obtained from http://www.unbiased.co.uk/ .
For more information on the risks associated with SIPPs, please read our guide; SIPPs & Wraps: assessing the risk.
Tax Risk Warning
Current pensions legislation and HMRC practice could change in the future. This may affect the pension benefits you receive from the plan. In addition, your individual circumstances will impact the tax treatment of your pension and may also be subject to change in the future.
Capital at Risk Warning
The value of your SIPP will be determined by the valuation of all the investments held within it. Depending on the type of investments that you choose to hold within your SIPP, some of these may not return the amount you initially invested especially where their value can go down as well as up. This could impact the level of benefits you can take on your retirement.
You can also find useful and impartial information about pension options and retirement provisions on the Money Advice Service website, formerly the UK Consumer Financial Education Body (CFEB).