City Trustees - part of Mattioli Woods



Family SIPP

"Providing the opportunity for one common investment strategy"

The City Trustees Family SIPP is a specialist product that provides the flexibility of being established as a HMRC registered scheme that operates as a separate trust with its own rules and deeds.

There is no limit to the number of members who can join the scheme and no requirement for a sponsoring employer. Members have the option to gain more control of their scheme by becoming a trustee alongside City Trustees who act as the professional trustee and scheme operator.

Benefits of the Family SIPP

One benefit of the scheme is that it allows multiple members, such as family and professional partners, the opportunity to come together with a common investment strategy.

It gives the chance for them to pool their pension arrangements together, providing the additional flexibility for the provision of specialist retirement solutions, including scheme pension.

The pooling of assets via a City Trustees Family SIPP can create borrowing potential or negate the need for borrowing. It can widen investment opportunities, including commercial property and discretionary fund management, making it a flexible solution for IFAs and members to build a diverse portfolio within a retirement planning portfolio.

The pooling of assets within a Family SIPP may also help business partners such as lawyers, accountants, architects, doctors and dentists to facilitate succession planning more simply and efficiently.

Members also have access to both capped and flexible drawdown with the scheme pension and open market annuity options.

Contact us

For more information on the City Trustees Family SIPP, please contact us on 0116 240 8730 or email info@citytrustees.co.uk