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SIPP FOCUS
SELF INVESTED PERSONAL PENSION
today’s standards
secured for tomorrow
SIPP Focus is proving its value as a most ‘personalised’ personal
pension.
Established in conjunction with the Bank of Scotland, Boolers provide a
comprehensive service acting as Trustee and dealing with the ongoing administration.
An important feature of SIPP Focus is its ability to allow individual members
to join with David Booler SIPP Trustees Ltd as a Trustee of their own plan.
We will provide all administrative and technical expertise to ensure that
the Scheme benefits from tax privileged status throughout its life.
Included in our services is:
* The provision of documentation.
* Record keeping.
* Tax reclaims on contributions.
* Tax Returns.
* In-house banking.
* Benefit calculations.
* Retirement payments.
* Guidance in Scheme investments.
* Where applicable, guidance on obtaining transitional benefit protection.
The popularity of SIPP Focus has demonstrated how essential alternatives
to insurance companies’ arrangements are to many individuals. Our
experience and long term technical background puts us in the unique position
to provide individual advice for those seeking to set up and manage their
own personal pension.
