Please read this important information regarding Intelligent Money in response to COVID-19

sipps

Open Architecture SIPPs

We didn’t become the UK’s largest
intermediary only SIPP provider without
understanding one size does not fit all

IM BESPOKE SIPP


This SIPP is designed to offer access to our Managed Portfolio Service alongside other third party investment managers.

When £200,000 is placed within our Managed Portfolio Service then there are no SIPP fees whatsoever for the entire SIPP, including any commercial property investments.

Alternatively, for clients simply seeking a fixed cost (no time charging) SIPP to predominantly hold commercial property this SIPP is available for a £550 initial charge and an all inclusive £750 annual charge.

IM OPTIMUM SIPP


This SIPP is also designed to offer access to our Managed Portfolio Service alongside other third party investment managers.

When £50,000 is placed within our Managed Portfolio Service then there are no annual or drawdown SIPP fees for the entire SIPP

The only other charges are commercial property fees (if selected) and our standard fee schedule for additional work, as and when required.

INTELLIGENT SIPP


The Intelligent SIPP is a complete open architecture SIPP with no requirement to invest in our Managed Portfolio Service.

There is no initial charge and the annual charge is a simple £150 during accumulation and £240 during decumulation. Additional charges, including time charging, are applied for other work (such as commercial property) as and when you request this.

It can also be branded for large firms, which is one of the factors that led to us becoming the UK’s largest intermediary-only SIPP provider.

INTELLIGENT PENSION


The Intelligent Pension also has no requirement to invest in our Managed Portfolio Service and is designed for advisers wanting to appoint a single platform/investment manager for a client’s pension holdings.

The advantage of this is the like-for-like switching process from pension to pension.

There is no initial charge and the annual charge is a simple £150 during accumulation and £240 during decumulation. Additional charges, including time charging, are applied for other work as and when you request this.

This pension can also be branded for large firms.

COVID-19 UPDATE

Following the Government lockdown announcement, we will be closing our offices this evening, Monday the 23rd March 2020.

We will continue to ensure that all pension, ISA and GIA withdrawals will be paid to clients on time and all online applications and instructions will remain automatically processed during this period. So, in this respect, business will continue as usual.

Our loyal team will remain on the payroll whilst they are temporarily unable to work, whilst certain key members will remain on hand remotely to ensure that no client is adversely affected (though this may naturally impact on response times).

Please also note that our main office building has also been shut down (we are located within a national museum) and we are therefore not currently able to receive any post as normal.

We thank you in advance for your understanding during this difficult time and for all enquires during this period please contact the most relevant email address as listed below: