Last updated1 November 2018

Reviews

Read reviews for the Corporate and Professional SIPP

Charges

Charges are subject to VAT although shown excluding VAT
Initial/Set up feeNone
Annual fee£350
Transfer in feeNone
Transfer out feeNone
In-specie transfer in fee£100
Taking BenefitsInitial: £60

Ongoing: £60
Annuity purchase feeNone
Payment of death benefits feeNone
Other feesNone

Management

Access: Direct or via IFABoth

Online capability

DetailsAvailable shortly

Permitted Investments

Commercial property
Unit trusts & OEICSAll platforms allowed
External deposit accountsUnrestricted access to all 'sippable' deposit accounts
Overseas listed stock and sharesAll stockbrokers allowed
UK listed stocks and sharesAll stockbrokers allowed
AIM sharesAll stockbrokers allowed
Gilts/corporate bondsAll stockbrokers allowed
ETFs All stockbrokers allowed
Investment trustsAll stockbrokers allowed
Discretionary managementUnrestricted access
National Savings & Investments
Unlisted sharesSubject to due diligence
Structured products
Trustee Investment Plans
Insurance company funds
Hedge funds
Traded endowment plans

Property purchase

Purchase fee£350
Sale fee£350
Annual property administration fee£100
VAT registration fee£100
VAT return fees£100
Other feesLease renewal fee, £100

Property loan set up fee, £100

Property loan annual admin fee, £100

SIPP Bank Account

SIPP bank account providerRoyal Bank of Scotland
Current interest rateTBC

Structure

Scheme trusteesCorporate & Professional Pensions Ltd
Scheme administratorCorporate & Professional Pensions Ltd

Minimum contributions

Regular paymentsNo minimum
Transfers/Single PremiumsNo minimum
Min additionalNo minimum

Company Information

OwnershipPrivately owned
Year established2001
Funds under managementCirca £80 million
Number of SIPPs administeredCirca 1,000

Transfers

Accepts benefits from defined benefit / final salary schemes?
Yes, if IFA advised

Misc

Flexi-Access Drawdown/UFPLS offeredYes
Notes

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Corporate and Professional Pensions

Corporate & Professional Pensions Ltd, or C & P for short, was founded in 2001 and are based in Weymouth, Dorset. The group offers both SIPP (Self Invested Personal Pension) and SSAS (Small Self Administered Scheme) retirement solutions.

The C & P SIPP has approximately £80 million in funds under management across around 1,000 SIPPs.

The SIPP allows investment into a wide range of assets including commercial property, external deposit accounts, directly held securities, platforms and discretionary fund managers.

The C & P SIPP is available directly or via an Independent Financial Adviser (IFA) and has no minimum contribution levels.

The mandated SIPP bank account is held with RBS. SIPP investors holding Cash can access additional SIPP deposit accounts within the C & P SIPP.