Sipp Specialists Limited

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SIPP SPECIALISTS has been created to provide a full online SIPP Service: Application form and online investment and switching, from a choice of platforms for advisors and their clients, blending the online functionality and service proposition of platforms and wraps with the quality service and administration support of a FULL OR BESPOKE SIPP, all at common sense fee levels. We have the following guiding principles. •Providing real choice for advisors and their clients •Providing quality service and innovation •Giving excellent value for money and transparency of fees •Reducing costly administration tasks •Increasing online functionality over time •Working with business partners and introducers to refine our proposition These principles will guide the activities, decisions and future development of the business and its associated companies. In addition we provide QROPS schemes in a choice of jurisdictions to offer a real choice to Advisers and clients – each jurisdiction offering a different tax treatment and regulatory process. We envisage that we will increase this choice over time. For example SIPP SPECIALISTS provides: •An IOM SIPP •A choice of QROPS jurisdictions •QNUPS structure •A wide (and increasing) choice of platforms and wraps - which give a wide choice of investments, charging structures and online tools •An online QROPS and a 'full' QROPS •A choice of banking options and currencies •A corporate SIPP (CSIPP) structure and process •A transparent fee structure with no 'hidden' commissions/charges •White labelling opportunities •Online valuations and banking options •Full administrative and client management support We are not a call centre and have a consultative approach. We are more than happy to discuss any issues you may have, for example, different platform options or tax jurisdictions – wherever possible we will add to the choice over time. We're happy to discuss client issues with you (but see below) with a view to 'shaping' a solution that will suit you and your client.