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MES Adviser SIPP

A SIPP specifically designed for Financial Advisers to use with their expat and/or non-UK resident clients.

24/7 online access for Advisers & clients

Clients and Advisers get 24/7 online access to keep track of their SIPP.

Wide Investment range

There's an extensive range of investments to suit your client's needs. This includes direct equities, ETFs, Investment Trusts, Unit Trusts and OEICs.

Choose the Drawdown Currency

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

Multi Currency cash and investments

Clients can hold cash and investments based in multiple currencies.
Origo transfers

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.

'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.

Model Portfolios

Advisers can establish model portfolios with automated investment allocation rebalancing.

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.

There is a wide range of investments that are available to hold within the SIPP. The types of investments are listed below and a full list of investments is available when you log in to the platform:

  • Shares that are quoted on a recognised Stock Exchange that are settled within CREST. This includes UK and international shares
  • Exchange traded funds and investment trusts that are quoted on the London Stock Exchange
  • UK authorised unit trusts and open-ended investment companies

Once you complete our adviser registration process, you will be provided with a secure online form to submit new applications.