sipp

Discretionary Fund Management

One of our clients came to @sipp because he was looking for control over how his pension funds were invested.

Having seen the disappointing performance of life company investments, he went to his IFA to find out how he could have his pension’s investments managed by the same preferred Discretionary Fund Manager that looked after the rest of his personal portfolio.

Following a fee analysis of various providers, the client’s IFA recommended the Collective SIPP offer by @sipp. The plan offered both value and control, while both the IFA and the preferred Discretionary Fund Manager had dealt with us – and had experience of the level of service we provide.

Now, the Discretionary Fund Manager actively managed the client’s @sipp fund, continually reviewing the investments and making adjustments where needed.