Do I have to pay anything into a SIPP?
You do not have to make any contributions to the SIPP if you are transferring from another pension scheme. If you want to make a regular monthly contribution there is currently no minimum payment.
What fees are there?
Wealth Creation Financial Solutions do not charge any fees to for our services, however when the SIPP is set up there may be fees depending on your circumstances, please use the contact form to give us your information and we can give you an estimate on what it may cost.
All the costs come out of the current pensions so no cash outlay is required by investors.
Would a SIPP be suitable for me?
During the process of the SIPP set up we ensure all clients receive independent advice as part of our duty of care to ensure that this is suitable for you and doesn’t put you in a wose off position.
Am I eligible for a SIPP?
A SIPP follows the same rules as a personal pension so anybody can have a SIPP, although there are restrictions as to how much you can pay into the SIPP each year, the same as a personal pension. In relation to age, fund value or status, all UK residents are eligible.
Are SIPPS new?
SIPP’S contrary to popular belief have been around for over 20 years and have previously been described as a wrapper for people with investment knowledge. It is now becoming more accessible for all types of people with varying levels of investment knowledge and experience to get involved as an alternative to a traditional pension and not restricted to people with great wealth. The client with £20k in pension funds is just as important to work with and try and make a difference to their future.
Can I move my current pension and move my frozen scheme’s?
Yes, we are able to adapt to your own wishes and we will give you guidance on the pots that you want to include and leave your current scheme where it is.
What other services do you provide?
- Mortgages
- Re-
Mortgages - Life Assurance
- Building & Contents Insurance
- Wills
- Various other investments
These are just a few of the questions we get asked, so
for further information please refer to your Agent
Wealth Creation Financial Solutions Ltd
Call Now 07802 380 712
www.wealthcreation.biz © All Rights Reserved
PROPERTY │ LAND │ GREEN ENERGY │ GOLD │ FRACTIONAL OWNERSHIP │ STORAGE
