The Insight SIPP

Insight is our full SIPP and is open to most standard investments. We have specifically designed it to offer individuals, confident with the concept of commercial property ownership, the ability to own commercial property directly through their own pension scheme. Supported by a dedicated team of experienced staff, it is often used by Owner/Directors of small, medium enterprises (SMEs) in the UK to purchase the premises from which their business trades, after which it receives a commercial level of rent.

Who's it for?

  • Designed for UK retail clients
  • For clients with at least £75k to transfer into a pension, and who may wish to consolidate existing pensions held elsewhere
  • Designed for clients who have received financial advices on the suitability of the product based on the client’s objectives and personal circumstances
  • Sold to customers who are resident in the UK only
  • Provides access to a wide range of investment options which are classed as ‘standard assets’ under the FCA standard asset definition, as well as allowing investment in UK Commercial Property

Available downloads

Brochure

This document explains everything you need to know about the Insight SIPP.

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Application form

To be completed by the applicant and, where applicable, by the applicant’s appointed financial adviser.

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Key Facts

This document explains who the SIPP is for and the key features of Insight.

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Terms & Conditions

All the Terms and Conditions of the Insight SIPP explained.

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Fee Agreement

A full breakdown of our fee structure.

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More downloads

Complete library of all available PDF downloads can be found here.

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