ABOUT US

REASONS WHY

As a SIPP specialist, Suffolk Life is used to taking a long term view. This applies as much to the relationships we build as well as our products and services. Backed up by various awards and accreditations including the MasterSIPP being awarded the 2010 Defaqto 5 Star rating - the highest award available. There are compelling reasons to select Suffolk Life as a SIPP provider, including:

  • a proven track record of excellent service delivery;
  • experienced, knowledgeable staff who care about their customers;
  • investment in technology with fully web compliant systems;
  • a fair approach to pricing, providing good value;
  • high levels of technical competence and expertise readily available;
  • minimal bureaucracy and easy to deal with staff at all levels; and
  • an unrivalled track record in property purchase and administration within a SIPP.

In a complex area of financial planning, quality administration and consistent delivery of service are frequently identified as being of paramount importance. Choosing Suffolk Life makes sure that these fundamental areas, together with fair pricing, are all satisfied.

For assistance with your suitability letter, the FSA's pension switching template is a useful checklist to follow when initiating a transfer.'

Intelligent Technology

Intelligent technologyA bespoke IT system offers fully integrated client management, processing and reporting, thereby delivering information faster. Along with this our secure web portal this includes:

  • the facility to place certain deals online;
  • instant access to your clients’ pension data;
  • our ‘illustration wizard’, including ‘what if’ scenario planning;
  • application forms and product literature downloads; and
  • electronic data feeds so e-investment affiliates can report electronically.

DISCLAIMER

The information on this page is for advisers only and should not be relied upon by individuals.