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We want to ensure that you fully understand how our investment service is provided to you and the terms and conditions of the service. Please ensure that you review the documents below before you take out an investment with us. Thank you.

Key Facts about our Services and Costs

Terms of Business


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Category Archive for "Pensions"

What is a SIPP?

A Self Invested Personal Pension. This is a pension scheme that allows you to invest in a whole range of funds and other assets not just those of Insurance Company. You can also appoint a Discretionary Fund Manager to manage…

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What is auto enrolment?

Automatic enrolment is a government initiative designed to encourage saving for retirement. It started in October 2012 and is being rolled out across the UK so that by 2018 all employers will have to provide a workplace pension which eligible...
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What is Lifetime Allowance (LTA)?

There’s also the Lifetime Allowance (LTA), which is the maximum you can have in all your pensions without paying extra tax. For most people, from 6th April 2015 the LTA is £1.25m. In the 2015 Budget it was announced that...
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What is a Pension Annuity?

An annuity is a product that converts the money you’ve saved up in your pension pot into a monthly or yearly retirement income payable for either the rest of your life or a fixed number of years. You don’t have...
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