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Pensions

EBS SIPP

EBS SIPP allows Members to direct the investments of their own SIPP fund. 

Personal About Pensions

A Self-Invested Personal Pension (SIPP) may be established for anyone, including employed individuals, self-employed individuals and those who wish to transfer out of their existing pension arrangements. EBS Management PLC (EBS) has built a solid reputation in the pensions market place for being a firm which helps to solve clients’ problems rather than establishing a pre-determined path for all schemes.

SELF INVESTED PERSONAL PENSION

The EBS SIPP is a registered pension scheme for the purposes of the Finance Act 2004 and is set up under trust. The Trustee and Administrator is EBS Management PLC. The EBS SIPP was established by Bank of Scotland, which provides banking facilities to each Member’s SIPP.

The EBS SIPP allows Members to direct the investments of their own SIPP fund. Contributions can be accepted from Members, employers and third parties (subject to satisfying anti-money laundering requirements).

SETTING UP A SIPP FOR AN INDIVIDUAL

Initially the individual completes a New Member Form, which provides information to enable EBS to prepare the set-up documentation. The individual’s SIPP is set up under a sub-trust, with the individual and EBS as joint trustees. The assets of the Member’s SIPP will be registered in the joint names of the trustees unless held on their behalf by a duly appointed nominee.

LATEST SIPP NEWS

Click here for the latest newsletter - January 2016

 

 

 

The tax treatment of pensions depends on individual circumstances and may be subject to change in future. It is always recommended that you seek advice from a suitably qualified investment professional, if you have any doubt as to the suitability of a pension and/or the underlying investments. You should be aware that Stakeholder Pension Schemes are generally available and might meet your needs as well as a SIPP. Please remember the value of investments may fall as well as rise and your capital is at risk.

WHY AN EBS SIPP?

  • No set up charge
  • Straightforward charging structure
  • Strong technical support
  • Dedicated SIPP team of knowledgeable staff
  • Wide investment choice including commercial property, investment grade gold, hedge funds, and in some cases unquoted shares and loans to unconnected companies
  • The SIPP bank account is held with Bank of Scotland but clients can have multiple pension accounts with other banks
  • Members can choose their own advisers (solicitors for property purchases, mortgage providers, stockbrokers)
  • Member is a trustee and joint-owner of the SIPP assets
  • Member can appoint a reserve trustee effective from date of death
  • No minimum transfer value or contribution benefit flexibility – tax-free lump sum, capped and flexible drawdown pension
  • No call centres

For more information, download our Key Features document that should be read in conjunction with the brochure below.

  • 1

    No set up charge and a straightforward charging structure.

  • 2

    Dedicated SIPP team of knowledgeable staff with strong technical support.

  • 3

    Wide investment choice including commercial property, investment grade gold, hedge funds and more.

  • 4

    No minimum transfer value or contribution benefit flexibility – tax-free lump sum, capped and flexible drawdown pension.

  • 5

    Members can choose their own advisers (solicitors for property purchases, mortgage providers, stockbrokers).

Further details of EBS SIPPs

Key Features Document

020 7149 6437

MAKE AN ENQUIRY

For more details about the EBS SIPP:

Online Contact Form

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CONTACT YOUR LOCAL OFFICE

Your local Charles Stanley office can advise you on SIPP or SSAS investments:

More choices

If an EBS SIPP is not right for you, explore our range of other investment services:

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