Pension Solutions

Brown Shipley is a leading UK provider of SIPPs and SSAS's.

Our pension solutions include:

Bespoke SIPPs & SSASs
Scheme documentation, valuations and reports
Investment advice and administration
Integrated scheme banking
Qualifying Recognised Overseas Pension Schemes (QROPS)

Are you in control of your pension fund?

We believe clients with sizeable pension funds should be in control of their pension assets. Member-directed pensions (such as a Self-Invested Personal Pension or SIPP) can be a most effective way of achieving this whilst making retirement provision. For directors of limited companies it may be beneficial to consider a slightly different pension vehicle - a Small Self-Administered Pension Scheme or SSAS. Brown Shipley provides specialist advice to ensure you have the most suitable arrangement.

Control means that the key decisions are made by you and not a third party or an insurance company. This includes investment choices (see below), ease of tax planning, retirement options and planning for death.

Small Self-Administered Pension Schemes

A Brown Shipley SSAS is tailor-made for you and your limited company. We provide all the administration involved in setting up and running a SSAS, through our in-house specialist team. There are no short cuts to this expert professional advice.

The Brown Shipley Pension Portfolio

The BSPP is a personal pension designed for clients with a fund value of at least £500,000 and where a SIPP is the most suitable choice. Again we provide all the necessary administration including the transfer-in of any existing schemes that you may have.

Investment freedom

These pensions offer considerable investment choices and a real say in the strategy of your fund. We provide intelligent advice on the range of investment options available. This includes investing in direct equities, collectives, bonds, gilts and cash.

Subject to limits and rules, SSASs have further investment choices including: