A SIPP or Self Invested Personal Pension is a tax-efficient way to save for your retirement.
SIPPs are flexible, they can be your main pension account or supplement existing pension schemes. Alternatively they can be the place you consolidate some or all of your different pension pots to make them easier to manage. Some people even view a SIPP as a tax-efficient trading account rather than exclusively as a retirement savings vehicle.
You can open a SIPP account online or by phone on 0845 900 3020.
If you hold several pensions you can consolidate them into one Barclays Stockbrokers SIPP account to get a single view of all of your investments and make them easier to manage. Our dedicated transfers team will handle the administration involved in consolidating your pension funds we will also pay your transfer fees up to 150 per account and 500 in total*. Our transfer team will act as a point of contact for you, keeping you up to date with progress and managing the completion of the transfer from your existing providers as quickly as possible.
* We will refund you when your SIPP account is opened and we have received proof of transfer costs from your previous broker. This process normally takes around four weeks. Payment will be made to your chosen bank account or by cheque if this does not apply. Barclays Stockbrokers reserves the right to terminate or amend this offer at its discretion. We will refund up to 150 per account of transfer out costs charged by the previous SIPP provider, up to a maximum of 500 per client.
Our Retirement Planning Centre brings you a user friendly source of information which will:
PensionMaster, the Self Invested Personal Pension (SIPP) from Barclays Stockbrokers, gives you the investment choice, tools and research you need to take control of your retirement planning.
Choose from funds, corporate bonds and gilts, equities, Exchange Traded Funds (ETFs), Exchange Traded Commodities (ETCs), structured products, covered warrants and investment trusts - all in your tax-efficient PensionMaster.
If you are looking for investment ideas for your pension, we have a few that you might like to consider...
Year on year, tax efficient contributions can really enhance the size of your savings pot.
An Investment ISA is a tax-efficient trading account that allows you to contribute 10,680
in the current tax year (ending 5 April 2011) and protects the returns earned on these funds from income and capital gains tax. From 6 April 2011 you can contribute 10,680 for the 2011/12 tax year.
You can open an Investment ISA account online or by phone on 0800 068 6688.
Consolidating all of your ISA accounts with Barclays Stockbrokers will give you more control; making it much simpler to monitor your investments. Well also pay your transfer fees (up to 500*) and have a team to help you move these accounts to us, who will keep you in touch with how things are progressing. While this will not affect the tax-efficient status of your ISAs, you should first make sure that you would not incur any financial disadvantages from transferring.
*We will refund you when your ISA account is opened and we have received proof of transfer costs from your previous broker. This process normally takes around four weeks. Payment will be made to your chosen bank account or by cheque if this does not apply. Barclays Stockbrokers reserves the right to terminate or amend this offer at its discretion. We will refund up to 150 per account of transfer out costs charged by the previous ISA provider, up to a maximum of 500 per client.
Barclays Stockbrokers online Tax Centre brings you a host of factsheets and information around tax-efficient accounts and factors to consider when investing. We'll also post important changes to tax regulations, current allowance levels and comment on topical issues.
With an Investment ISA you can choose from a wide range of investments to build a portfolio that suits your own strategy and risk appetite.
Choose from funds, corporate bonds and gilts, equities, Exchange Traded Funds (ETFs), Exchange Traded Commodities (ETCs), structured products, covered warrants and investment trusts all in your tax-efficient PensionMaster.
If you are looking for investment ideas for your ISA, we have a few that you might like to consider
Year on year, tax efficient contributions can really enhance the size of your savings pot.
In the latest edition of Cotter's Corner, John looks at how our Investment ISA can add more than just tax efficiency to your portfolio.
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Talk to us If you have a SIPP query call us on 0845 300 9020 If you have an ISA query call us on 0800 068 6688 |
