How to apply

We focus on providing an excellent service for our SIPPs and avoid any conflict of interest by not providing advice or in-house funds.

Many seek assistance when looking to make the right decisions for their retirement, and a financial planner or adviser is an important part of the process. It is because we believe that expert advice can help you best plan for your future that we only accept applications from an authorised financial adviser on your behalf.

If you do not have an adviser, there are several ways in which you can search for one. The Institute of Financial Planning (IFP) and the Personal Finance Society (PFS) each offer an adviser search tool to ease the process of finding a professional adviser or planner in your area.

IFP and Suffolk LifeFormed in 1986, the IFP is the UK body of those committed to the development of financial planning, and it represents and assists financial planners within the UK. The IFP can offer you guidance on planner services and help you to find a suitable qualified certified financial planner. Click here to access the IFP adviser search tool.

With 33,000 members, the PFS works with its members to ensure that they have the appropriate knowledge and standards of behaviour. The PFS can help you find an FCA-authorised and qualified financial adviser. Click here to access the PFS adviser search tool

Suffolk Life is not affiliated with either organisation and will not receive any incentive, financial or otherwise, for you engaging their services.