To get started right away, access our illustration wizard and application form by logging onto our Adviser portal.
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
£ 240 initial + ongoing
* Charged annually in advance
AJ Bell
£ 380 initial + ongoing
** £50 per quarter for fund values over £50k
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.
Understanding what can and cannot be invested in a self-invested pension and how those investments are treated isn’t always clear. That’s why we’ve created this tool to provide our advisers and clients with a quick and simple reference guide for the wide range of investment types that we allow.
We have over 40 years of expertise in pensions across the Embark Group and have an AKG Financial strength Rating of B+ very strong. Download our corporate information pack.
£38.5bn↑
Assets under admin
100%
Independent
415,000
Individual clients
8
Locations nationwide
*All figures as at 1 February 2021.