New product launch – The Whitehall SIPP
21/05/2024
We are proud to announce the launch of our new SIPP product, the Whitehall SIPP.
After thirteen years as a multi-award winning pure SSAS provider we have taken the step to broaden our customer base and target market by offering a complimentary product for individuals.
- The SIPP accepts standard assets only to reduce client risk and focusses on UK commercial property and platform-based investments, utilising our streamlined systems and technical expertise in the property and benefit payment fields.
- Defined benefit transfers can only be accepted where there is a positive recommendation to transfer from an adviser with the necessary FCA permission.
- Our banking is carried out via the Royal Bank of Scotland using their Bankline System which is integrated with our in-house back-office system.
- Our competitive flat-fee schedule and minimum suggested fund size of £100,000 assist with offering customers fair value.
- Adviser charging can be facilitated either via the SIPP bank account that we manage or through investment accounts accessed via the SIPP.
If you would like any further information or would like to discuss our new product or any specific scenarios or clients, do please get in touch.
