SIPP (Self Invested Personal Pension)

A flexible, tax-efficient retirement account that puts you in control.

A SIPP is a flexible way to invest for your future. Choose your own investments and manage your account through our easy-to-use online service.

Why choose a SIPP?

Why choose a SIPP?

A SIPP is a self-managed pension. Put simply, it’s a retirement plan which lets you decide where to invest your money.

SIPP charges

SIPP charges

More information on the rates and charges you’ll pay with a Halifax SIPP.

Taking income from your pension

Taking income from your pension

Use some or all of your pension pot to provide you with an income, while the rest is left to potentially grow within your SIPP.

Useful forms

Useful forms

Looking for a form or information about your existing Halifax SIPP? You’re in the right place.

Ready to apply for a SIPP?

Before applying for a Halifax SIPP, please make sure you have read, and taken the necessary steps to understand, the risks, our important information and our dealing and administration charges. Please also familiarise yourself with the following documents:

Halifax SIPP Key Features
Halifax SIPP Service Terms & Conditions

Halifax SIPP Scheme Terms & Conditions

Order Handling Policy

Summary of Conflicts of Interest Policy

 Open a SIPP 

AJ Bell Management Limited is the Scheme Administrator of the Halifax Share Dealing SIPP. AJ Bell Management Limited is registered in England No. 3948391. Registered Office: Trafford House, Chester Road, Manchester M32 0RS. Authorised and regulated by the Financial Conduct Authority and on the FCA register under FCA registration number 211468. Sippdeal Trustees Limited is a wholly owned subsidiary of AJ Bell Management Limited, registered in England No. 4050222. Registered Office: Trafford House, Chester Road, Manchester, M32 0RS. Sippdeal Trustees Limited does not conduct any regulated activities, and is, therefore, not regulated.
Dealing and stock broking administration services are provided by Halifax Share Dealing Limited. Registered in England and Wales no. 3195646.  Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

Transferring your account

Transferring your existing pension

Already got a pension elsewhere? Transfer your account and benefit from online commission rates of £12.50 and a quarterly administration charge from £22.50.

Transfer to us

Please remember that the value of an investment and the income from it can go down as well as up and you may get back less than you invested.

We don't provide advice so if you are in any doubt about buying and selling shares or making your own investment decisions we recommend you seek advice from a suitably qualified Financial Advisor.

SIPPs are a pension product and you will not be able to withdraw your funds until you reach the age of 55.

  1. Read more about the risks of investing in a SIPP
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