Buying/Transferring SIPPs

Allenbridge makes it easy for you to open or transfer a SIPP account, and offers you free monitoring and valuation services, so that you can more effectively manage this vital aspect of your finances.

We have two alternative platforms on which you can choose to manage your SIPP:

Cofunds  download application form
Fidelity FundsNetwork  download application form

Do you have your investments with Cofunds?

Cofunds' SIPP Centre SIPP is one of the most cost effective, flexible SIPPs in the market place. It accepts all the funds available on the Cofunds platform and initial fund charges have been removed for nearly all fund groups, including the top 20 fund groups on Cofunds.

In addition to this and other discounts, 100% of the £120 SIPP establishment charge will be waived where at least £25k is held with Cofunds, thus effectively offering a free set up.

Click here and we will send you the necessary application form and supporting information.

Do you have your investments with Fidelity FundsNetwork?

Fidelity offers a low-cost self-invested personal pension (SIPP), which combines exceptional fund choice with low costs. It's one of the best value SIPPs, designed for investors who prefer to make their own investment decisions.

You can choose from more than 1,100 funds, from over 65 different investment companies, including Artemis, BlackRock, Invesco Perpetual and Jupiter; build your own diversified selection of investments or opt for ready-made portfolios; and use Fidelity's online tools to help you find the right funds for your needs.

There is no SIPP set-up fee or annual SIPP administration charge for the life of the plan, and no fee from Fidelity for transferring your other personal pensions. You will have no initial charges on a large range of funds, free unlimited switching between all the funds, including a cash option

You can pay in lump sums or set up regular monthly payments - whatever suits you. So you can manage your pension just like your ISA and view your personal pension online alongside other Fidelity investments.

Click here and we will send you the necessary application form and supporting information.

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