In today’s market, having a money box under the bed is not enough. You need an expert-designed retirement strategy. Whether you are taking control of your investments or allowing our specialist experts to look after them for you, you can be confident Mattioli Woods will look after you and your investment.
We have created our own Self Invested Personal Pension (SIPP) in-house and developed it to meet our clients’ needs.
A SIPP offers increased investment flexibility. You can invest in direct commercial property, loans to third parties and/or shares in unlisted businesses. You can even approach a bank for a borrowing to fund property investments.
Furthermore, we developed our SIPP to be a multi-member arrangement, meaning, clients can bring their spouses, partners and even their children into the scheme. Helping to maximise efficiencies and splitting the cost.
Since the 1970s, owners, managers and directors of limited businesses have wanted to take control of their pensions.
SSASs are hugely flexible pension arrangements, as they enable you to loan funds from your pension arrangement to a connected employer. That means the interest could be paid to your pension, as opposed to a bank. Learn about loanbacks. It is also possible to invest in direct commercial property as well as having multiple members, just like our SIPP.
The benefit of having a SSAS with Mattioli Woods is the ability to have it managed in-house, alongside a dedicated consultant and client relationship manager.
Furthermore, we can act as a professional trustee for your scheme, ensuring all requirements set out by HMRC are adhered to. Any costs for running a SSAS with Mattioli Woods can be split between each member's share of the fund.
Today’s personal pension has evolved over the last 35 years. The ability to manage the underlying investments to meet your objectives, although more complicated due to the world’s economic volatility, the technology and investment management we adopt can be aligned with your risk profile, allowing you to meet all the goals you hoped for in retirement.
Important: SIPP & SSAS
The value of investments and the income from them can fall as well as rise and investors may not get back the full amount invested. Past performance is not a guide to the future. Any investment decisions should be made after receiving professional advice. It is important to remember that tax rules can change and although SIPPs are regulated by the Financial Conduct Authority, SSAS’s are not. Contact us today to speak to one of our advisors about your investment planning.
Mattioli Woods plc is authorised and regulated by the Financial Conduct Authority.