PRODUCTS

PROTECTED RIGHTS

We introduced genuine self-investment for protected rights in October 2007 – a full year ahead of the DWP opening the market to all. This additional experience has paid dividends for our clients. Backed up by our bespoke IT systems, we’ve been able to maintain our high standards of service throughout constantly changing pension legislation.

When you place protected rights into the Suffolk life MasterSIPP you can benefit from:

  • a range of investment options available to protected rights;
  • the ability for existing SIPP investors to now self invest all of their pension funds into a wider choice of assets;
  • use of the protected rights to purchase property and the possibility to increase purchasing power through increased borrowing and joint property purchases; and
  • discounted fees if protected rights brought in alongside existing non protected rights, either in the Suffolk Life SIPP or the MasterSIPP.

Protected rightsUnder a MasterSIPP, protected rights are pooled together with non protected rights. These are both held under Suffolk Life Trustees Limited.

The Suffolk Life MasterSIPP does not accept minimum contribution contracted-out rebates, only a transfer of existing protected rights funds or other contracted-out benefits.

For details of the fees and allowable investments please visit our literature library.

Or find out more about the MasterSIPP.

DISCLAIMER

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