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Literature to open an account, set up account holders and make necessary changes.
A flexible and cost-effective retirement solution with our investment expertise at the heart.
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Your clients can stay in control and invest in a wide range of asset classes, including direct investments and funds, through our SIPP account.
Given the importance of pension savings to the longer-term financial wellbeing of most clients, writing SIPP business on an ‘insured’ basis rather than a ‘trust’ basis can prove to be a prudent decision, and one that gives clients more protection and peace of mind over the longer-term.
A Wealthsmith can help you build bridges with your clients and grow your business.
Innovative ways for your clients to invest in commercial property, which are particularly popular with business owners.
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Help your clients pass on their money efficiently by integrating tax-efficient investment solutions into their financial plans.

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The value of investments and any income from them can fall and you may get back less than you invested.