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MES FlexiSIPP

A SIPP specifically designed for Financial Advisers to manage investments on an external platform.

24/7 online access for Advisers & clients

Clients and Advisers get 24/7 online access to keep track of their SIPP. Advisers can add new clients and submit transfers online.
Origo transfers

Fast, Paperless transfers via Origo

We're members of the Origo Transfer Service so most transfers can be completed in 1-3 weeks without having to complete transfer discharge forms.

Full investment Flexibility

Manage investments on an external platform to suit your client's needs. This includes direct equities, ETFs, Investment Trusts, Unit Trusts and OEICs.

Multi Currency cash and investments

Clients can hold cash and investments based in multiple currencies.

Choose the Drawdown Currency

We can pay withdrawals in over 40 different currencies giving your clients choice of how they receive their pension.

'What if' tax calculations

We can provide 'what if' PAYE tax calculations for income drawdown payments so your clients know exactly how much tax will be deducted before a payment is requested. For example, we can calculate the gross income required for a desired net amount.

FAQ

Yes. When transferring a pension containing safeguarded benefits, such as a Final Salary pension, with a transfer value of £30,000 or more, you must obtain appropriate independent advice from an FCA authorised and regulated Financial Adviser. As we do not provide financial advice, you will need to arrange this advice separately.

Yes. However, in order to obtain UK tax relief at source, you must be classed as a relevant UK individual. If you’re not classed as a relevant UK individual you can still contribute to your SIPP, but you will not be able to obtain tax relief on your contribution.

Once you complete our adviser registration process, you will be provided with a login to the MES Pensions Platform where you can add new clients and submit new transfer requests.