Momentum Core SIPP

 

Ideal if you’re looking for a simple investment structure, using one of our partner investment platforms or discretionary fund managers. Your professional adviser can guide you to the most suitable investment products which fit within this low cost SIPP. 

Why Choose Momentum Core SIPP?

  • Available to UK residents.
  • Your appointed professional adviser will be authorised to provide advice to UK residents.
  • Low cost fixed and transparent pricing.
  • A range of investment options, from leading providers.
  • Flexible withdrawals in line with UK Pension legislation.
  • The appointment of Professional Trustees to safeguard and administer your assets in line with appropriate regulations.

 

Investment Options Available

Your SIPP can invest in the UK regulated funds that are on our approved fund list of DFMs (Discretionary Fund Manager)

Certain categories of investment are not permitted in Momentum SIPP. These include:

  • Residential property, and associated land;
  • Ground rents;
  • Tangible, movable property (i.e. things that you can touch and move, including assets such as art, antiques, jewellery, fine wine, classic cars); and
  • Personal loans, transactions with you or someone connected with you

Investment is limited to one investment with any of the approved DFM.


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