Access to over 5,000 funds and Unit Trusts, as well as the Tavistock ACUMEN range of Portfolios. There is a combination to suit almost all Attitudes to Risk.
bespoke to client
Ranging from the cautious to adventurous; providing the potential for growth, income, or both. The ability to spread client money across a variety of assets to achieve a unique portfolio.
Flexible investing until retirement facilitating the opportunity for your clients to draw a retirement income. Benefit from receiving income tax relief on contributions made.
TER and Initial Charge figures are as reported by our brokers.
|Fund Name||ISIN||SEDOL||Buyable||TER||Initial Charge|
Request for a new asset to become available on Tavistock - THE Platform
The Tavistock SIPP offers an efficient and fully integrated pension solution for your clients, combined with an exceptionally competitive pricing structure.
features of the Tavistock SIPP
- Straight through processing: the pension application process is online and automated
- Automated and integrated accumulation and drawdown illustrations for clients
- £60+VAT per annum in accumulation and £160+VAT per annum in drawdown (plus the tiered platform charge)
- A range of retirement options, including regular drawdown or lump sum
the flexibility to invest your client’s money across a broad investment universe
“An investor should act as though they had a lifetime decision card with just twenty punches on it.”
Discover how much your clients could save
current platform fee (%)
THE Platform Fee
How to Guides
Access 24/7 to important documents, educational guides, product collateral and our library of instructional videos for advisers - and your clients
Reach out for support
Call our service team during business hours on 0330 123 9830 or email us with your queries. One of our experts will be glad to help.
If you have any questions or want more information, contact us below and leave a message:
The Tavistock Platform is powered by Platform One Ltd which is authorised and regulated by the Financial Conduct Authority № 542059. A registered company in England and Wales. №06993268. Registered Office: Peartree Business Centre, Cobham Road, Wimborne, Dorset, BH21 7PT