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IG

Our SIPP option in partnership with IG

We are delighted to partner with the award winning firm IG to provide their pension SIPP wrapper.  The solution will enable a clients to self-invest in utilising IG’s existing share dealing and smart portfolio service.
 
If you wish to set up a new SIPP account with us and you are either new to IG or have an existing IG account and wish to consider moving your pensions, here is how you do it:
 
  1. Set up your account on the IG portal to get started. You can do that by clicking on this link.
  2. When you are all set with IG and want to consider opening a SIPP, click on the Add SIPP to your portfolio button on your IG account.
  3. You will then receive a welcome email from Options UK asking you for some further information on your pensions and contributions
  4. Options UK will then send you an illustration showing what your pension might be worth at retirement
  5. You can then review those documents and if you are happy to proceed, just accept the terms and conditions and submit your application.
  6. Options UK will the do the rest and request any pension transfers and let you know how to send contributions to us. Once it is received we will send it to your IG account
  7. That’s it!  Your account is all set up and you can start trading.

In the meantime, if you do wish to read about a SIPP and what it might cost, you can view these below:

 

Please note that we are providing you with information in relation to a SIPP through IG and this should not be considered as advice, as we are not authorised to provide advice.

Before you make your decision, be sure to read our Key Features Document and Terms and Conditions together with our Direct Client application form and fees schedule for the IG SIPP to be able to ask us any questions.

We would always recommend you take individual independent advice, but realise and accept that you may want to proceed having made the decision for yourself and on an execution only basis.  You can find a financial adviser at Choosing a financial adviser | MoneyHelper

If you have any questions at all, the team at Options will be delighted to assist enquiries@optionspensions.com

 

  • Personal Savings.
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For SIPP & Property Services call 0330 124 1505
For Workplace Pensions & Auto-enrolment call 0330 124 1510
About Us

We’re an independent pension administrator and professional trustee company. For the last 20 years, we’ve provided advisers and their clients with pension solutions to help save for a happy and secure retirement. What really sets us apart is our ability to craft solutions from products. For most providers, talking about SIPP, SSAS and other products is where the conversation ends. For Options, as a solutions provider, it’s where the conversation begins.

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