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Elevate Pension Investment Account

Our Pension Investment Account is a self-invested personal pension (SIPP) which provides your client with a range of investment options.

What investments are available through the Pension Investment Account?

We offer over 5,000 funds from more than 150 fund management groups. We also provide access to a wide range of other investments including exchange-traded funds (ETFs), Investment Trusts and directly held shares.

A comprehensive range of retirement income options

Uncrystallised Funds Pension Lump Sum  
  • Flexibility for your clients to take one-off withdrawals direct from their pension fund without setting up drawdown
  • Each payment is made up of 25% tax free cash and 75% taxable income
  • There are no minimum amounts and no withdrawal fees.

Why consider setting up a Regular Drawdown?

As more clients seek to phase their retirement our Regular Drawdown option could be a good way of providing a tax efficient income.

Our Regular Drawdown option is fully automated and online, so you can set-up a regular income for clients. Each withdrawal can be tax-free cash or the right mix of tax-free cash and taxable income to suit their circumstances.

Elevate Regular Drawdown allows you to:

  • Select the investments to be used to provide income or moved into drawdown
  • Choose the right payment date and frequency – income can be paid on any date your client wants between the 1st and 28th of each month
  • Create a tax efficient income for your clients with the flexibility to choose the right mix of tax free cash and taxable income paid with each withdrawal
  • Receive alerts should the Regular Drawdown instruction need amending

 

Is this Pension Investment Account protected?

Yes, it is protected under the Financial Services Compensation Scheme (FSCS). This means that if we were unable to pay claims / benefits because of financial difficulties, your client may be able to make a claim with the FSCS if they are eligible. There are limitations to the amount of your client's investment that is protected.

Flexible pricing

Flexible pricing

Our pricing structure has been built on simplicity, so our charges are clear, simple and transparent.

Our range of wrappers

Our range of wrappers

We offer a range of product wrappers allowing you to review and manage your clients' investments all in one place.

Tools and illustrations

Tools and illustrations

Manage your clients' portfolios quickly and easily using our tools or get an illustration.