Momentum Advanced SIPP

 

For those seeking the widest possible range of investment opportunities and holdings, but not UK commercial property. All investments have to be allowable under Momentum’s investment guidelines.

Why Choose Momentum Advanced SIPP?

  • The ability to hold a wide range of assets in line with our investment policy.
  • Fixed and transparent pricing based on the underlying assets within your SIPP.
  • Flexible withdrawals in line with UK Pension legislation.
  • The appointment of Professional Trustees to safeguard and administer your assets in line with appropriate regulations.
  • Complete flexibility on the frequency and payment of contributions.
  • Pension drawdown available from Age 55 onwards.
  • Significant tax advantages in line with current legislation.

 

Investment Options Available

Your SIPP can be invested in any of the following:

  • UK quoted stocks, shares, gilts and debentures;
  • Shares quoted on the Alternative Investment Market (AIM);
  • Stocks and shares traded on a recognised overseas stock exchange;
  • Futures and options relating to shares quoted on a recognised stock exchange;
  • Hedge funds;
  • Bank and building society accounts;
  • Unit trusts, investment trusts and OEICs;
  • Insurance company funds; and


The SIPP gives you the freedom to appoint an authorised investment adviser or manager, or alternatively to manage the investments yourself.


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