Jupiter's investment expertise can be applied to pensions via a SIPP. Whilst we do not offer our own SIPP wrapper we can actively manage the pension assets held within a SIPP offering the same investment philosophy we apply to all clients' portfolios. Our service can be used within an existing plan in agreement with the plans Trustees.

Individuals without a SIPP - If you do not have a SIPP but have assets in various pension schemes or with insurance companies, it could be possible for you to transfer those funds into a SIPP.

Setting up a SIPP - We have special arrangements with an independent firm of trustees and administrators, IPM SIPP Administration Ltd, allowing us to offer a SIPP service on favourable terms however, if you prefer, you are free to choose another provider.

Administration of a SIPP - Your SIPP provider is responsible for the reporting, valuation and reclamation of tax. They also provide experienced and dedicated specialists who will be on hand to deal with your enquiries and carry out your instructions.

Links:
What is a SIPP and the benefits of investing in one
Jupiter products

For more information on our service or if you would like to discuss your pension investments with us, provided you can meet our minimum investment level of £250,000, please contact:

Melanie Wotherspoon
Director - Jupiter Private Client & Charity Business Development
1 Grosvenor Place
London, SW1X 7JJ
Telephone: 0207 314 5574
Email: mwotherspoon@jupiter-group.co.uk
 
Jupiter is not responsible for tax advice and does not provide a tax planning service. Please note that tax rules may change in the future. If you are unsure about a decision affecting your pension you may wish to seek independent advice. The value of investments can fall as well as rise.