Our Products

The key elements of our self invested products and services include:

• Flexible product design
  Our products cater for all client needs, whether investing in a few small insured funds, investing in a wide range of funds or property, or engaged in income drawdown. If you decide to change your investment strategy, we won’t ask you to change your product.
• Dedicated administrator
  Each client has a dedicated administrator. If you need someone to do something, you know exactly who to call.
• Flexible arrangements for adviser remuneration
  We facilitate payment of remuneration to advisers as agreed between the client and adviser. We support fund based or fixed fee remuneration on either an initial or regular basis. Currently this is available only for SIPP but is under development for SSAS.
• Wide range of investment options
  We support an extensive range of investment options including insured funds, other pooled funds, direct investment in shares and gilts and investment in commercial property.
• Income drawdown
  Benefits can be paid through income drawdown, either immediately or later on retirement.

For more information about our self invested pension solutions, please contact SSAS&SIPP@xafinity.com.