This website is for investment professionals only.
You are about to access the Suffolk Life website for investment professionals and financial advisers. This website should not be relied upon by private customers or any other persons.
If you are not an investment professional or financial adviser please click here to return to the customer website.
We've always taken a long-term view. This applies to the relationships we build as well as our products and services.
There are compelling reasons to recommend us as a SIPP provider, including a proven track record in excellent service delivery, experienced and qualified staff who care about you and your investors, and expertise in property purchase within a SIPP.
In the complex area of financial planning, quality administration and consistent delivery of service are of paramount importance. However, the ability to future-proof your recommendation is becoming even more significant - and we can enable this.
Our products are all written under the same scheme, therefore your client can change investment partners, platforms or even their SIPP to another on our proposition, and you won't need to arrange a pension transfer, nor will the level of service change.
For assistance with your suitability letter, the FCA's pension switching template is a useful checklist to follow when initiating a transfer.
A bespoke IT system offers fully integrated client management, processing and reporting. Our secure web portal includes: