Self Invested Personal Pension (SIPP)

Investment Trusts and long-term investment have long been synomymous with reitrement planning. The Halifax Share Dealing SIPP gives those comfortable with managing their own pension all the tools they need.

Five key benefits of the Self Invested Personal Pension...

1. No set up fee
2. Reap the current tax benefits - no Captial Gains Tax on pension investments, get tax relief on your contributions at the highest rate you pay and take 25% of your pension fund as a tax-free lump sum from the age of 50 (55 from April 2010). Tax laws may change in the future.
3. Deal real-tme online for only £11.95, over the telephone from just £15 or set up a regular investment plan online for just £1.50 commission per stockline.
4. Transfer your protected rights from an S2P (previously known as SERPS), into your Halifax Share Dealing SIPP.
5. Transfer a personal pension plan, company pension scheme, or even another SIPP into a Halifax Share Dealing SIPP.

You can also access our Research Centre at www.halifaxmarketwatch.co.uk which provides market news, analysis tools, stockbroker views and much more.

There are a number of important documents you should read before completing your pension application. Please ensure you are familiar with these documents to be confident that a SIPP is the best suited for your retirement plans. If you are in any doubt about the suitability of a SIPP you should consult an appropriate Financial Advisor.

Please remember the value of your investments and the income from them can go down as well as up.

Next Steps

Apply now for your Self Invested Personal Pension

Click here to view our regulatory information and terms and conditions

Halifax Share Dealing Limited. Registered in England No. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire HX1 2RG.  A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.  Henderson Global Investors is the name under which Henderson Global Investors Limited (registered no. 906355), Henderson Fund Management plc (registered no. 2607112), Henderson Investment Funds Limited (registered no. 2678531), Henderson Investment Management Limited (registered no. 1795354), and Henderson Alternative Investment Advisor Limited (registered no. 962757) and Henderson Equity Partners Limited (registered no.2606646) (each incorporated and registered in England and Wales with registered office at 201 Bishopsgate, London, EC2M 3AE) provide investment products and services. All entities are authorised and regulated by the Financial Services Authority, 25 The North Colonnade, Canary Wharf, London E14 5HS.