Retirement Solutions

Grow Your Retirement Business and Position Investors for the Future

Retirement planning is key to your clients’ achieving their long-term financial goals. We developed Pershing’s Self-Invested Personal Pension (SIPP) especially for the wealth and adviser market. Our program delivers choice, safety, and value to both you and your clients.

Simple to Manage
 

Seamlessly manage our SIPP account alongside other general investment and tax-efficient plans via our proprietary online platform—all with a single view.

Greater Choice
 

We can configure our SIPP to suit your business model.

Pre-Funded Tax Relief into Your Clients' Accounts
 

With most traditional SIPP providers, your clients would normally have to wait 6-11 weeks for basic rate tax to be reclaimed. With the Pershing SIPP, tax relief on eligible contributions is pre-funded so the money is available immediately to invest.

Robust and Well-Capitalised
 

The Pershing SIPP meets capital adequacy rules and will meet ongoing regulatory challenges.