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Options from Origo

Suffolk Life is nOrigoow using the Options from Origo pension transfer service.

The service offers an efficient and paperless alternative to the use of discharge forms for cash pension-to-pension and pension-to-annuity transfers. The introduction of Options is part of our commitment to make working with Suffolk Life easier for you and your clients.

We are the first bespoke SIPP provider to use this service - which is now available for the Suffolk Life SIPP, MasterSIPP and the new platform-based Suffolk Life SmartSIPP.

The headline benefits of Options from Origo are:

  • Funds are transferred between providers faster
  • The transfer process is simplified as time-consuming paperwork and phone calls are removed
  • Your client will receive their drawdown benefits quicker
  • Funds can be invested in shorter timeframes
  • Advisers fees are paid more quickly

Not all pension providers and schemes are supported by Options - an up to date list can be found on Origo's website. However, for those that support Options, you no longer need to send us transfer discharge forms with the completed application - we only require information about the scheme that is being transferred.

If you would like more information about how Options may benefit you and your clients, please contact our SIPP Support team on 01473 296969 or email sippsupport@suffolklife.co.uk. '

Disclaimer

This information is intended for investment professionals and should not be relied upon by private customers or any other persons.