Mailings

Monday 29 September 2008

The IPS SIPP

Following the recent announcement of our change of name to The IPS Partnership Plc, I am delighted to announce the re-launch of our SIPP product, the IPS SIPP.

I attach the brochure, application form and Key Features Document for your information. These can also be provided in hard copy format and will be available on our new website: www.ipspartnership.co.uk which will go live very shortly. 

In brief, the main features of the IPS SIPP are:

• Full self investment of protected rights.
• Acceptance of protected rights rebates.
• Proven first class administration.
• Maximum investment flexibility within HMRC rules.
• IFA and client online access.
• No change to the competitive rate of interest on the SIPP Barclays cash account.
• Foreign currency options.
• A competitive fee structure.

Our fee structure has been amended slightly. The year one fee is now £495 plus VAT, and the annual fee payable from the end of year one is £395 plus VAT.

We will continue to accept old-style PAL SIPP applications until the 31st October 2008.

Kind Regards

Richard Mattison