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The IM Optimum SIPP

Designed to offer global investment reach
through our IM Optimum Portfolios with
no initial, annual or drawdown charges

The IM Optimum SIPP

The IM Optimum SIPP is a fully managed pension designed to ensure your clients investments are always managed with the appropriate risk level for each individual through our target dated or Risk Managed IM Optimum Portfolios.

It is designed to hold our IM Optimum Portfolios without having to pay any initial, annual and income payment SIPP charges.

It also offers complete open architecture for bespoke SIPP functionality, again with no initial, annual or income payment fees (though fees become payable for clients holding less than £50,000 in IM Optimum Portfolios).

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

Intelligent Money has well over over a decade of in-house SIPP experience and a dedicated SIPP management team. We are in fact, the UK’s largest intermediary-only SIPP provider and have independent maximum five star ratings for all of our SIPPs.

For further information about the IM Optimum SIPP please call us and we will arrange for your nearest regional sales director to contact you.