INVESTMENTS
ALLOWABLE INVESTMENTS
Suffolk Life currently administers two different SIPPs. Access to the Suffolk Life SIPP is now only available to existing investors. The Suffolk Life SIPP cannot accept protected rights. Since late October 2007 all new plans are established in the Suffolk Life MasterSIPP.
The allowable investments differ by SIPP and benefit type, see the table below for more details and the schedules of allowable investments.
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Suffolk Life MasterSIPP allowable investments
Applies to all new business from 15 March 2010 and Suffolk Life MasterSIPPs established before 15 March where Protected Rights, if included, are held with Suffolk Life Trustees Limited. 10/03/2010
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Suffolk Life MasterSIPP old allowable investments
Applies to Suffolk Life MasterSIPPs established before 15 March 2010, where Protected Rights, if included, are held by Suffolk Life Annuities Limited in an additional plan. 10/03/2010
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Suffolk Life SIPP allowable investments
Applies to Suffolk Life SIPPs which would have generally been established before 30 October 2007.10/03/2010
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If you wish to check the allowability of a particular investment, please email the details of the fund, including the SEDOL number and full legal prospectus to the allowable investments inbox. The technical team of Investment services will assess the investment and respond accordingly.
Alternatively, for further guidance on allowable investments, please contact the technical team.
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DISCLAIMER
The information on this page is for advisers only and should not be relied upon by individuals.