MES Adviser
SIPP II
Specifically designed for advisers managing cross-border pension strategies into recognised overseas pension schemes.
31 October 2025
MES Adviser
Scroll
Why choose our MES Adviser SIPP II?
A purpose-built wrapper for international advisers, this SIPP provides the compliance and structure required for global planning.
Strategic tax
planning
Ideal for advisers working across several jurisdictions, with features to support international tax strategies.
Dedicated trustee
structure
A separate pension scheme and trustee structure satisfy overseas tax regulations and compliance requirements.
Multi-currency
capabilities
Clients can hold cash and investments in GBP, EUR, USD, and AUD to simplify cross-border wealth management.
Real-time SIPP
data
Advisers and clients can instantly access data regarding Lump Sum Allowance, Lump Sum Death Benefit Allowance, crystallisation history, and transfers.
Transfers-only
product
Open to transfers out with no benefit payments, this is designed specifically for international pension planning.
A wide range of
investments
Choose from ETFs, OEICs, unit trusts, and investment trusts to diversify clients’ strategies.
Fees
MES Adviser SIPP II
Annual SIPP Fee:
£0
(subject to conditions)
Platform Fees:
0.35% on the first £500,000
0.30% on the balance between £500,000 and £1 million
0.20% on the balance over £1 million
FAQs
A SIPP is a type of personal pension that offers clients greater control over how their pension funds are invested. It allows access to a wide range of investments including stocks, bonds, funds, and commercial property, ideal for clients seeking flexibility and long-term growth.
Yes. Clients can transfer existing pensions into a SIPP, subject to eligibility and transfer conditions. This can consolidate their retirement savings and provide more investment options.
Our SIPP has transparent fee structures, including setup fees, annual administration charges, and investment-related costs. A full breakdown is available in our adviser portal or upon request.
Absolutely. Our SIPP is regulated by the Financial Conduct Authority (FCA), and client assets are held securely with protections in place under the Financial Services Compensation Scheme (FSCS), where applicable.
We provide dedicated adviser support, including onboarding assistance, marketing materials, compliance guidance, and access to our online platform for managing client accounts efficiently.
