EBS Management PLC was established more than thirty-five years ago in response to clients who were disillusioned with the traditional style of pension investment, and who had a desire to manage their own pension funds. This resulted in EBS being one of the first companies to offer Small Self-Administered Schemes (SSASs). EBS's oldest SSAS, which is still in existence, was established in June 1976. To date EBS has established over 1,300 SSASs, which remain unregulated schemes.
Realising there was an increase in demand for Self-Invested Personal Pension schemes (SIPPs), EBS developed and launched its own SIPP in December 1996.
A large proportion of EBS's client base has been built up through introductions from a wide range of professional advisers. These advisers have found that the services they deliver to their clients are greatly enhanced by this relationship. Under Charles Stanley's ownership, EBS has not only been able to maintain the above philosophy but also, through substantial investment, to enhance its position as a provider of SIPP and SSAS consultancy and administration services.
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.
Charles Stanley & Co. Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange, the London
International Financial Futures and Options Exchange and the International Capital Market Association. Investors should be aware that past
performance is not necessarily a guide to the future and that the price of shares and other investments, and the income derived from them, may fall as
well as rise and the amount realised may be less than the original sum invested.
Investors should be aware that past performance is not necessarily a guide to the future and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.