about us

Who we are

We operate a full and simple Self Invested Pension Plan (SIPP) via a master trust, and we also offer professional trustee services for Small Self Administered Schemes (SSAS).

These products are available in conjunction with professional financial advice, either via a planner from within the Punter Southall Group of companies, or your preferred choice of FCA regulated financial planner. As administrator and professional trustees for both types of self-invested schemes, we have the ability to offer several investment and withdrawal options to suit most accumulation and decumulation needs. Please contact us for a copy of our permitted investments list.

 

Get in Touch

Contact us

The Capital Building
12-13 St Andrew Square
Edinburgh
EH2 2AF

Tel: 0131 230 0372

Please use the following email address for SIPP queries
sippadmin@puntersouthallsipp.com

Please use the following email address for SSAS queries
ssasadmin@puntersouthallsipp.com

Insights

The latest blogs, news and insights

Events

Upcoming events

6 September 2022 @ 13:00 PM
Aspire to Retire: Helping employees avoid pension-value destruction

Many employers run great pension schemes and spend a lot of money doing so - not just on the contributions they pay in but also on advice, communication and administration. And they’re happy to do so because they want their employees to have a decent income in retirement.


However, the decisions that people have to take about their pension are many, varied and are often bewildering, which can lead to so called ‘pension-value destruction’. We see evidence of people making poor decisions such as:

  • accessing their pension pot earlier than they really need to
  • incurring unnecessary tax charges
  • making inefficient withdrawals, or
  • becoming victims of pension scams.

Aspire to Retire has been designed to stop this happening. Join our webinar to find out how to help your employees avoid pension-value destruction.

© 2021 Punter Southall SIPP

Punter Southall SIPP Limited is the Scheme Administrator, responsible for the day to day administration and management of Self-Invested Personal Pensions (SIPPs) and Small Self Administered Schemes (SSAS). Punter Southall SIPP Trustees Limited acts as the trustee of these schemes. Punter Southall SIPP Limited and Punter Southall SIPP Trustees Limited are not authorised by the Financial Conduct Authority to provide any advice on tax or financial services related matters. If you need any advice you must contact an authorised financial adviser.

This site is not, and should not be construed as, an offer to sell or invitation to buy, or the solicitation of any offer to buy any investments, securities or other products or services. The information should not be used as the basis of any decision nor as a recommendation of the products and services referred to on this website, nor their suitability. Use of this website cannot be a substitute for taking your own advice about your particular circumstances.

Punter Southall SIPP is a trading name of Punter Southall SIPP Limited, 11 Strand, London, WC2N 5HR. Punter Southall SIPP Limited is authorised and regulated by the Financial Conduct Authority. Our FCA Register number is 189480. You can check this on the FCA’s Register by visiting the FCA’s website https://register.fca.org.uk/ or by contacting the FCA on 0845 606 1234.

Punter Southall SIPP Trustees Limited does not conduct any regulated activities and is therefore not regulated.

Punter Southall SIPP Limited is the provider/establisher of The PSFM SIPP. Punter Southall SIPP Limited will satisfy any statutory obligations that it may have from time to time, as provider/establisher of The PSFM SIPP.

Punter Southall SIPP Limited is 100% owned by Psigma Wealth Limited which is a subsidiary of Punter Southall Group Limited.