Investing for your retirement?
There are lots of ways to invest for your retirement, that’s the benefit of a SIPP. We offer a wide range of options, including shares, funds, ETFs and Investment Trusts.
If you’re unsure where to put your money, we have a few starting points:
Our start-up fund – A fund designed to get your started to meet your retirements goals if you are unsure where to invest. It aims for steady growth over the long-term.
Funds select list - A shortlist of funds independently chosen by FE fundinfo based on a set of criteria we provide.
ETF Quicklist - A shortlist of ETFs to help you create the basic building blocks of an investment portfolio.
Research the market – View all our available investments and keep up to date with the latest market news.
If you are in any doubt about making your own investment decisions, we recommend you seek advice from a suitably qualified financial adviser. There will normally be a charge for that advice.
Our SIPP Start-Up Fund
The Financial Conduct Authority - FCA have introduced new requirements to help customers who are new to investing to pick and choose from a wide range of investments.
We have worked with AJ Bell, the administrators of our SIPP, to bring you the Start-Up Fund. The AJ Bell balanced fund is designed for people who want to invest their pension, but don’t know where to start. If you're looking for steady growth and don’t plan to touch your money in the next five years, the fund could help you meet your retirement goals.
What do I need to consider?
The SIPP Start-Up Fund is completely optional and whether you choose this, or another investment option is up to you.
The fund isn’t tailored to your personal circumstances, or a substitute for financial advice. It’s also important to review your chosen Investments regularly, especially if your retirement goals change.
The SIPP Start-Up Fund is intended to meet a broad objective and is not a personal recommendation
Pensions are a long-term investment. The retirement benefits you receive from your pension account will depend on a number of factors including the value of your account when you decide to take your benefits which isn't guaranteed and can go down as well as up. The value of your account could fall below the amount paid in. Tax treatment depends on individual circumstances and may be subject to change in the future.
Our SIPP is administered by AJ Bell.