SIPP (Self Invested Personal Pension).

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 making your own investment decisions we recommend you seek advice from a suitably qualified financial adviser.

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

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?

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

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

View our SIPP charges

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.

Pension income

Useful forms

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

Useful forms

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

Pension freedom

New pension rules give you much more flexibility over what you can do with your pension.

Before you apply for an account please make sure you’ve completed our checklist:

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.