Self Invested Personal Pension (SIPP)

A Self Invested Personal Pension (SIPP) enables you or your client to make the investment and asset allocation decisions so that the client has the freedom to choose from a wide range of investments. These include:

• investment trusts
• unit trusts and OEICs
• direct equities (stocks and shares, provided they are quoted on a recognised stock exchange)
• investment funds
• insurance company funds
• hedge funds – provided they are publicly quoted, regularly priced and freely tradable
• Contracts for Difference

If your client already has a SIPP, and would like Hargreave Hale to manage the equity investments, that is, the stocks and shares element of a SIPP) then contact us for further information. We offer a flexible and sensible approach by working with your client's other SIPP provider to give them the best of both worlds.

More on Pensions

Hargreave Hale acts as the investment manager or deals manager to a range of pension schemes, including Occupational Schemes and Self Invested Personal Pension Schemes (SIPPs).

We don’t offer advice on pension planning or pension transfers, however we do have a network of strategic partners who provide specialist, qualified, independent advice on pension planning, transfers and administration services.

Once a Scheme account has been opened, it benefits from all of Hargreave Hale’s appropriate services including; share dealing, portfolio management and safe custody.