James Brearley Managed SIPP
For most of our younger clients, their personal pension is likely to represent their main savings nest-egg and will be an important contributor to funding their retirement.
Although James Brearley are not qualified to provide clients with pension advice, we are experienced and knowledgeable in the management of client pension portfolios, typically those within a Self-Invested Personal Pension (SIPP).
When SIPPs were first introduced in the early 1990s it was widely accepted that they were only for those with above average value pension pots, given their hefty administration costs. However, over the last 20 years, they have become far more affordable and are now a widely held pension wrapper for the masses.
James Brearley has partnered with Gaudi SIPP Administrators, to evolve the James Brearley Managed SIPP. This vehicle provides investors with the opportunity to appoint James Brearley to manage their pension portfolio, from £50,000 in value. The James Brearley Managed SIPP has no annual SIPP administration charge, which typically represents a £200 plus yearly saving. This is effectively covered in our annual investment management fee of 1.15% (plus VAT) of the portfolio value.
If you answer “no” to any of the following questions, then we suggest you consider the merits of the James Brearley Managed SIPP and contact a member of our Investment Team to discuss your requirements.
- Do you know what your pension is worth today?
All James Brearley clients have access to our state of the art, web portal providing a live valuation of your portfolio.
- Do you know how your pension has performed over the past year, 3 years, 5 years?
The “Performance” facility within the portal allows you to compare the returns achieved by your portfolio against a benchmark.
- Do you know what the risk profile of your pension portfolio is?
We provide clients with a quarterly valuation of their portfolio which includes a risk pie chart.
- Do you know how your pension has performed against other investment managers/funds?
The “research” facility within our web portal provides the ability to view the performance of over 3,000 different funds.
- Is your pension invested in a “managed fund” with limited transparency or is it specific to your investment circumstances and objectives?
The component parts of our core investment strategies are visible at all times, being driven by an agreed investment mandate appropriate for you.
- Do you know what charges you are paying and to whom?
Clients are provided with a detailed annual cost & charges statement where we break down the costs and show what impact this has had on performance.
To learn more about the core investment strategies we operate for the James Brearley Managed SIPP and their performance, please click the following links. Learn more about our core investment strategies and please see the Performance of our strategies.
If you would like to discuss the James Brearley Managed SIPP further, please complete the below quick enquiry form or contact us on the below telephone number.