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Charles Stanley has been involved in the management of SIPPs since their introduction in 1990

Charles Stanley has been involved in the management of SIPPs since their introduction in 1990

Introducing the Charles Stanley Alpha SIPP


The Charles Stanley Alpha SIPP, administered by EBS Management PLC, provides you with the normal tax benefits of traditional pension plans.

With the Charles Stanley Alpha SIPP you are able to include a wide range of investments and benefit from a structure that includes all the flexibility permitted by HM Revenue & Customs as regards drawing your benefits, including phasing your retirement.

As with all financial products, it is strongly recommended that you take financial advice to ensure that it suits your circumstances and requirements. If you do not already have your own Financial Adviser, we would be happy to refer you to the Charles Stanley Financial Planning department.

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.

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Please click on the links above for more information on the Charles Stanley Alpha SIPP and the Key Features document that should be read in conjunction with the brochure.