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The benefit of self invested pensions through a specialist Provider [email_address] www.dentonspensions.co.uk 01483 521521
Why Dentons ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What can a SIPP do for me? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What can a SIPP invest in? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is  NOT  permitted? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
SIPP  v  SSAS SSAS SIPP ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Yes:  must be unconnected and on commercial terms Loans One trust for each scheme Master Trust with individual  sub-trust for each member Trust Same as SIPP >£3,600 or 100% UK earned income Maximum £50K pa plus unused allowance (3 year carry forward) Contributions Sponsoring Employer required Anyone  Eligibility SSAS is not regulated by FSA Provider is FSA regulated Regulation
SIPP  v  SSAS SSAS SIPP No Yes – held separately but within the same SIPP as for non-Protected Rights funds but can be invested in the same way Protected Rights One trust and all investments are jointly owned Impact on fees must be considered Yes, assets held separately can include a share in a group investment Joint Purchase/ Syndicated Investment Yes, same as SIPP but only up to 5% in sponsoring employer Yes, subject to individual consideration  Up to 20% of company maximum Unquoted Shares
SIPP retirement options ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Benefits on death ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Dentons service ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Dentons service – ‘outstanding’
Please Contact us ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Tel:  01483 521521 Fax: 01483 521515 www.dentonspensions.co.uk [email_address] Please note that Dentons is unable to provide advice and we therefore recommend that you take advice from a Financial Adviser

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Benefit of self invested pensions

  • 1. The benefit of self invested pensions through a specialist Provider [email_address] www.dentonspensions.co.uk 01483 521521
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7. SIPP v SSAS SSAS SIPP No Yes – held separately but within the same SIPP as for non-Protected Rights funds but can be invested in the same way Protected Rights One trust and all investments are jointly owned Impact on fees must be considered Yes, assets held separately can include a share in a group investment Joint Purchase/ Syndicated Investment Yes, same as SIPP but only up to 5% in sponsoring employer Yes, subject to individual consideration Up to 20% of company maximum Unquoted Shares
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.

Notas del editor

  1. # tax considerations may apply beyond age 75 PCLS – draw before age 75 to avoid tax charges