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Investment

Investments

Corporate & Professional Pensions Ltd are not authorised or regulated to give investment advice and the information provided is to assist you in deciding what assets you wish to invest in and the most suitable vehicle for your investment.

The FCA have issued a list of Standard Assets which are reproduced below:

  • Bank and building society account deposits
  • Bonds
  • Cash
  • Cash funds
  • Exchange traded commodities
  • Government and Local Authority Bonds and other fixed interest stocks
  • Investment notes (structured products)
  • Managed pension funds
  • National Savings and Investment products
  • Permanent interest bearing shares (PIBs)
  • Physical gold bullion
  • Real estate investment trusts (REITS)
  • Securities admitted to trading on a regulated venue such as stock exchanges and multilateral trading facilities*
  • Shares in investment trusts
  • UK commercial property
  • Units in regulated collective investment schemes

As an integral part of the SIPP we open a designated bank account for you so that all monies into and out of the pension will be processed through this account and provide an audit trail.

Corporate & Professional Pensions Limited do not hold investments in their own name but are held by us as Trustees for you as the beneficiary. Your investments will be held in a nominee account. Please note that you are able to use any combination of the options given below.

Direct Clients - open an account on a suitable "on-line" platform or alternatively an execution only account with a stockbroker.

IFA Clients - open a suitable account on a platform or alternatively with a stockbroker or fund manager.

Stockbroker - open a suitable account with a stockbroker, who will usually have their own platform, and you will decide which type of service your require:

Advisory
With an Advisory Portfolio, the Stockbroker will offer advice on which shares a client should buy or sell, but ultimately it is the client's decision whether to act on this advice or not. In many cases this kind of service will attract an annual percentage fee as well as commission on each transaction. An Advisory Service is usually only available for larger portfolios (£50,000 and upwards) and after the client has signed an agreement form.

Discretionary
A Discretionary Portfolio Management Service is appropriate for clients who wish to delegate all investment decisions to the Stockbroker. The Stockbroker has the authority to deal on behalf of a client and to make investment decisions without their prior approval. The minimum size of a Discretionary Portfolio is usually £50,000. A fee will be charged on the value of the entire portfolio alongside standard commissions on dealing.

Execution-Only
This service provides you with direct access to UK and overseas equity markets and various asset classes. You can talk to a qualified stockbroker before executing a trade, but any investment decisions will be your own. Standard dealing commissions will apply.

Investment Platforms - If you are investing and using the services of an Independent Financial Adviser your investments may be held on a platform and we currently have arrangements with the following:

  • Ascentric
  • CoFunds
  • Fidelity
  • Nucleus
  • Old Mutual
  • Transact
  • Vestra Wealth

We are always willing to make arrangements with other platforms so that we can meet your requirements.

Stockbrokers - If you wish to appoint a Stockbroker to professionally manage a Portfolio of investments on your behalf then we already have arrangements in place with the following:

REDMAYNE BENTLEY
Contact : Nick McGregor, Tel: 0149 157 0705

S & T ASSET MANAGEMENT LLP
Contact : Christopher Saunders, Tel: 0161 484 6789 : David Kennard, Tel: 0130 848 5708

TILNEY
Contact : Nigel Carter, Tel: 0161 819 7110

Please contact any of the above if you wish to see if the service that they offer is suitable for your circumstances.

On Line Accounts - For experienced investors who wish to make their own investment decisions we have arrangements with the following who may suit your requirements:

  • iDealing.com
  • Interactive Brokers
  • Saxo Bank
  • Stocktrade
  • TD Direct Investing

Gold Bullion Accounts - For clients who may wish to consider investing in Gold Bullion we can offer accounts with the following companies:

  • Baird & Co
  • Bullion By Post
  • Bullion Vault
  • Goldmoney
  • The Royal Mint

Please do not hesitate to contact us if you require further information or you would like us to consider any alternatives.

Authorised & regulated by the Financial Services Authority 
Corporate and Professional Pensions Ltd © 2014.

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