SIPP Focus is proving its value as a most ‘personalised’ personal pension. Since our business was formed in the early 80’s we have been specialists in the area of Self Invested Pensions.
We provide a rounded service in terms of the administration and consultancy, whilst also having the added advantage of allowing individuals to join together with David Booler SIPP Trustees Ltd, as Trustees of their own plan.
This allows us to build a pension specifically tailored to your circumstances instead of trying to make your requirements fit within an “off the shelf” contract.
Included in our standard annual services fees are the following:
Personal Support
- Financial Planner: Annual Review meetings and ongoing technical advice
- SIPP Administrator: Ongoing SIPP maintenance
Administration and Compliance Duties
- The provision of documentation- fully compliant with the Revenue requirements
- Initial and ongoing funding calculations
- Record keeping
- Tax reclaims on contributions
- Tax Returns
- In-house banking facilities and specialist investment advice
- Retirement planning
Further details on our service standards can be found at: What makes Boolers different.
With long-term experience in providing Self Invested Personal Pensions (SIPPs), we are confident our approach will continue to appeal to those seeking a more personalised and focused pension arrangement.
If you are seeking to establish and manage your own personal pension with a clear direction and purpose, you may be asking Is a SIPP right for me?
For more information on the Boolers SIPP Focus fees - Download SIPP Fee Tariff
