CONGRATULATIONS!

You Transferred Your Pension

Welcome to the SIPP CLUB

The SIPP Club

Are you getting what you were promised?

Taking control of your pension is a bold decision which has the potential to yield extremely positive results.

The numerous benefits of SIPPs include greater control, investment flexibility, lower charges, improved death benefits, flexi-access drawdown and currency flexibility.

The vast majority of people who transferred their pension benefit from a significantly improved financial position.

We understand, however, that is not the case for everyone. Without careful fund selection and constant management, a SIPP can have undesirable consequences as it is often exposed to market movements.

THE RULES

To get the most out of a SIPP there are certain rules which must be followed.

1

Rule 1 – Constant Analysis

To get the most out of your SIPP you must regularly address your financial objectives so the SIPP is always positioned to help you achieve them. 

2

Rule 2 - Representative Performance

The longest ever bull-run has just ended – We saw the greatest ever period of financial expansion – was the performance of your SIPP representative of that period?

3

Rule 3 – Communication

When you entrust a financial advisor with the management of your pension, they must regularly communicate with you. The market changes constantly and so do your circumstances. It is an advisors job to ensure your portfolio reflects your needs.

4

Rule 4 – Efficiency

To produce the best possible results requires using the best possible products on the market. The market constantly becomes more competitive meaning if your portfolio has been left unkempt for some time there is likely to be superior options available.

5

Rule 5 – Regulatory Compliance

The laws surrounding pensions change regularly. Your advisor must keep you up to date to ensure you are playing by the rules.

By following the rules you give yourself the best possible chance of achieving your financial objectives.

Ask Yourself:

  • Are you receiving monthly statements & quarterly face-to-face reviews?
  • Has your portfolio grown impressively over the last few years?Have you been informed about recent regulatory changes?
  • Is your pension invested using low fee clean share classes?
  • Do you know the total expense ratio of your portfolio?

Results

If your answer is ‘no’ to any of the following questions we should talk.

Supercharge Your SIPP

Fill out your details below for all the information you need to get the most out of your SIPP

We use 256Bit Encryption to make sure your data, remains your data.

More From Us.

Final salary transfer values – Have we reached the peak?

A 40 times multiple! That figure was simply unthinkable a decade ago. However, in the past two or

More

Europe’s Russian Energy Addiction – Is there a plan B?

Europe is on course for a long and potentially problematic winter. Energy supplies are dwindling as the continent

More

A fortnightly look at global financial markets

Market sentiment Lacklustre. After a year of strong gains, global stock markets fell in September and confidence has

More

This material is for information purposes only and does not constitute an invitation ,offer or solicitation to engage in any investment advice or recommendation, or an offer of solicitation. You should seek professional independent advice before making any financial decisions. Visit www.devere-group.com for full list of T&Cs


Copyright 2020: deVere-Insights.com | Privacy