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Self-Invested Personal Pension (SIPP)

flexible investing for retirement

extensive choice

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.

ACCESSibility

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.

Suitability

retirement planning

Flexible investing until retirement facilitating the opportunity for your clients to draw a retirement income. Benefit from receiving income tax relief on contributions made.

practicality

For any SIPP specific questions or information, please email : sipp@tavistockplatform.com

TER and Initial Charge figures are as reported by our brokers.

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.”

Warren Buffet

Discover how much your clients could save

Enter values:

Result (per annum):

investment amount

£

current platform fee (%)

%
Result (per annum):

THE Platform Fee

£

client saving

£
This calculator incorporates the cost of an ISA, JISA and GIA only. SIPPs are subjected to an additional fee. See Platform Pricing here.

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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.

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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