PRODUCTS

SIPP

A SIPP is a type of personal pension offering a high level of investment flexibility. Our SIPPs can hold unlisted shares, loan notes and peer-to-peer lending accounts in addition to more traditional asset classes.

Qualitas SIPP

A full bespoke SIPP offering the widest range of SIPP investments. Each SIPP is set up as an individual trust registered with HMRC.

The registration takes approximately 4 weeks and the SIPP can invest in a diverse range of assets including:

  • Commercial property
  • Unlisted shares (UK only)
  • Intellectual property assets
  • Unconnected party loans
  • Peer-to-peer lending
  • Standard asset classes – cash, bonds, funds, listed equities

Directus SIPP

A simple SIPP offering a restricted investment list enabling us to provide the SIPP at a lower cost.

The SIPP is operated on a master trust basis with a single HMRC registration. The SIPP can invest in:

  • Cash deposits
  • Unit trusts, OEICs, investment trusts, managed funds or mutual funds
  • UK listed stocks and shares (when held in a share dealing portfolio)
  • Trustee Investment Plans
  • Discretionary managed portfolios

Outlook SIPP

The Outlook SIPP has a restricted investment list but offers greater flexibility than the Directus SIPP.

Investment in a restricted range of non standard assets is allowable in addition to all assets available in the Directus SIPP, including:

The minimum investment in the Outlook SIPP is £50,000.

Viewpoint SIPP

ML Invest SIPP

The ML Invest SIPP is available on the ML Invest platform and provides advised clients with access to funds and equities including a range of discretionary managed model portfolios.

Morgan Lloyd does not accept Unregulated Collective Investment Schemes (UCIS) within the SIPP

Get in touch today

01275 379 200

enquiries@morgan-lloyd.co.uk