Investments that can be held in the Option SIPP
Below you will find examples of companies that have terms in place with EBS Pensions.
These firms have been through our due diligence process, and in turn, completed regulatory checks on us.
Please contact our Customer Services team on 01204 803 500 or email customerservices@embarkpensions.co.uk to see if your chosen investment or platform provider is available or can be added to our panel.
We have relationships with more than 45 discretionary fund managers (DFMs) and stockbrokers, from the big national brands to lesser known names and a selection of digital wealth managers. For an up-to-date list, please contact a member of our sales team using the details below:
JONNY DACK
MATTHEW RANKINE
NATHAN BRIDGEMAN
MATTHEW ROBINSON
ALAN GODBEER
NICKY SNOW
MARK RANDELL
JAMES CANNON
Financial Advisers can utilise a wide range of investment platforms for the Option SIPP.
The following platforms can be used.
AegonAlliance TrustAscentricAvivaCofundsFidelity |
Fusion WealthJames Brearley & SonsNoviaNucleusParmenionScottish Widows |
Standard LifeTransactZurichOld Mutual Wealth7IMEmbark Platform (coming soon) |
INDIVIDUAL FUNDS
Clients can invest directly in UK regulated funds, without the need for a platform. We have arrangements with the following fund managers:
› Margetts Fund Management
› Rathbones
› Sequel Funds
› Levendi
› Vanguard Asset Management*
› Dimensional Fund Advisors*
*minimum investment £100k
EXECUTION ONLY TRADING
If your client would like to use an execution only stockbroker, these options are available:
› James Brearley, ICON Platform
› Equiniti, Selftrade
SIPP DEPOSIT ACCOUNTS
In addition to the Metro Bank or Royal Bank of Scotland transactional SIPP account, your client can hold additional deposit accounts with their Option SIPP. Contact our Customer Services team on 01204 803 500 or email customerservices@embarkpensions.co.uk to find out more.