SHEPPARD DAVIES
ASSET MANAGEMENT

SIPPS BY NAME BUT NOT BY NATURE?

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The increasing popularity of Self-Invested Pension Plans (SIPPS) is well documented and their wide investment powers and flexibility provide major advantages over their more restrictive cousins.

However, based on our research and experience it is apparent how basic and unsophisticated the majority of SIPPS are.

Many are being used purely as proxies for holding property or are invested in a small collection of mainstream funds which can often be accessed more cheaply via standard Personal Pension Plans or Stakeholder Pension Plans.

For dynamic asset allocation and genuinely active management across all asset classes, please contact us for further information.