Types of Account
Tax efficient Accounts
The TD Waterhouse SIPP Account Summary
- What is a SIPP?
A SIPP offers all the tax advantages of a traditional personal pension scheme and puts you in control of where, how and when savings for your retirement are invested.
Please note that the tax treatment of these products depends on the individual circumstances of each customer and may be subject to change in future. - What can I invest in?
Choose from a wide range of investment types: UK and International Equities, Gilts and Bonds, Investment Trusts, Unit Trusts and REITs - Who is it for?
Anyone who wants the freedom to manage their own pension portfolio. - What does it cost?
No initial set up fee - save £80. We offer low administration charges.
We have also just reduced our bi-annual fee from a minimum charge of £50 to £40 and the maximum charge from £250 to £100, and is still based on 0.25% value of the SIPP - Who provides the TD Waterhouse SIPP?
The TD Waterhouse SIPP is provided by TD Waterhouse and Capita SIP Services (a division of Capita Life & Pensions Regulated Services Limited). - How do I fund a SIPP?
Investment contributions into a SIPP can be funded by both you and your employer. You can also fund your SIPP by transfer from another plan. So, why not make life easier by moving your other pensions into one SIPP? - What are my options at retirement?
The SIPP gives you maximum flexibility at retirement. You can take income as a lump sum as well as using income drawdown and annuities.
| For more information contact us now | |
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| Call our Investor Centre on | Tell us a convenient time to call you |
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| To apply now, get a SIPP Application Form | |
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| Download the SIPP Application Form. Before making an application, please make sure you have read the SIPP Terms of Service. |
Alternatively, request an information pack by post |
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| To help with your application we have also produced a SIPP application Help Guide which is available to download here. | |