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. It delivers choice, safety and value to both you and your clients.
Our SIPP accounts can be seamlessly managed alongside other general investment and tax-efficient plans via our proprietary online platform—all with a single view.
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.
We can configure our SIPP to suit your business model.
The Pershing SIPP meets capital adequacy rules and will meet ongoing regulatory challenges.
Create new ways to help your clients achieve their investment goals.
By outsourcing your business processes and systems to Pershing, you can focus on your core skills and competencies.
Develop an extensive and innovative wealth management service.