To get started right away, access our illustration wizard and application form by logging onto our Adviser Portal.
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. In January 2022, Embark became part of Lloyds Banking Group.
It’s all well and good to say your services are cost-effective. We prove it.
Calculations 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
£ 250 in the first year
* Charged annually in advance
Barnett Waddingham Flexible SIPP
£ 385 in the first year
* Charged annually in advance
Curtis Banks Your Future SIPP
£ 352 in the first year
* 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.
For details on our banking partners and interest rates, please see our banking information page.