Mailings

Friday 27 November 2009

The IPS Partnership Launches The IPS Family SIPP

We are delighted to announce the launch of The IPS Family SIPP.

The IPS Family SIPP is a stand alone personal pension scheme established under its own trust and is designed to pay Scheme Pension.

In an increasingly uncertain world, the option of Scheme Pension is becoming ever more popular as a way of controlling the level of pension drawn from a retirement fund and has the objective of using all the accumulated fund to pay pension benefits rather than facing an eventual assessment for tax.

The IPS Family SIPP also offers all the investment flexibility and other retirement and death benefit options associated with SIPPs.

There are no restrictions on the number of members and members can choose to act as Trustees. Members' funds can be invested individually or pooled to follow a common investment strategy. The IPS Family SIPP can also accept transfers of Protected Rights.

The IPS Family SIPP is ideal for families, grandparents, parents and grandchildren can all be members and the fund can be invested under a common family strategy. Scheme Pension can be paid to the senior members and funds can accumulate for the younger ones in a number of ways.

The IPS Family SIPP is also ideal for groups of business partners who wish to pool their pension funds to pursue a common investment strategy, for example buying commercial property purchase or private equity.

I attach our Booklet, Scheme Application, Member Application and Fee Schedule for your information. As you will see, the product is extremely flexible and will be operated to our usual high standards and is competitively priced.

We would very much like the opportunity to discuss this exciting new offering in more detail and are considering holding a number of regional seminars. If you would like to attend a seminar in your area please let us know by email to London@ipspartnership.co.uk

The IPS Partnership

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