We simplify the complexity of pension investing. Our online application process will get your clients investing sooner – at a much lower cost.
An accessible, easy to understand and cost effective personal pension. Saving for retirement is personal. We’ve designed the Option SIPP to give clients the ultimate flexibility when managing their retirement savings.
No hidden charges or time costed fees. Our calculator will allow you to see the upfront charges, along with the fees in subsequent years.
An Option SIPP can be set-up online, within just 10 minutes. All anti-money laundering checks are undertaken by our partners, GB Group.
The Option SIPP can be designed to suit a client’s individual circumstances, with the freedom to adapt to their changing needs or objectives.
We are part of the Embark Group, a privately owned and independent entity, and have achieved an AKG Financial Strength Rating of B (Strong).
The Option SIPP offers great value for money, with no hidden fees or charges. Our fee calculator shows what the client will pay.
Calculate feesA wide range of investments can be held in the Option SIPP. You can use a platform, stockbroker or discretionary manager.
View investmentsLearn how to register to work with us, the process for signing-up clients and using our Adviser Portal. There’s also a helpful Q&A.
Get startedCalculations are based on transferring £250,000 from one existing pension scheme and investing with a discretionary fund manager (DFM). The fees used in this example are exclusive of VAT.
Option SIPP
£ 225 initial + ongoing
† Charged annually, in advance
AJ Bell
£ 380 initial + ongoing
†† £50 per quarter
Curtis Banks
£ 310 initial + ongoing
† Charged annually, in advance
Fees can be a murky area. Our fee calculator gives absolute clarity on the fees that apply for the Option SIPP.
£33bn
Assets under admin
100%
Independent
300,000
Individual clients
9
Locations nationwide