SRC Wealth Management | a Chartered Financial Planning company that provides specialist advice on defined benefit pension transfers

SIPP Annual Review Process


Although our existing SIPP review process meets all regulatory requirements we have decided to make the process more robust.  With effect from April next year, all DB transfer and SIPP clients will experience a more in depth review to ensure that their plans remain sustainable for the long-term.  Also included in the review will be a tax mitigation service, which will look to identify and minimise potential tax liabilities including the Lifetime Allowance charge and IHT.  Please contact us more details of our new process.