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Why Choose Liberty Option SIPP?

 

The Benefits

Online, fast, paper free application process

Faster turnaround times, reduce administration time and make sure we can get your clients money invested as soon as possible meaning they can start getting returns as soon as possible.

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Quick and easy to set up which should definitely reduce the amount of time your team needs to set up a SIPP. No need to send out to the client for signature, no need to complete by hand, no need to waste time and money on post and it reduces the chance of filling out the application wrong and holding up the process. Faster turnaround times make sure we can get your clients money invested as soon as possible meaning they can start getting returns as soon as possible.

We also don't charge any set-up fees for applying online. Usually transferring into a SIPP can get quite expensive - not anymore!

 

 

Adviser Portal

Straightaway you will be able to perform illustrations without the need to speak to anybody. You can do illustrations for prospective clients any time anywhere.

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If your clients are transferring in from another provider the portal will inform you and the client exactly where we are with the transfer. Forget having to chase the SIPP administrators every few days for transfer updates, as every time we hear something from a transferring scheme, you hear something. If your client also wants access to the portal they can also view this information meaning there's also no need for your client to call you asking for an update. This sharing of information should hopefully get rid of unnecessary administration.

The portal will also provide client valuations and you can log in anytime and access these. This should help you keep track of your clients SIPP giving you their up to date valuations at the click of a button. Again this info can also be viewed by your client.

 

Transparent, fair and simple fees

The Liberty Option SIPP is proud to be breaking this mould. Put quite simply, you pay to open the SIPP and then you pay for what you need.

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Are you constantly baffled by SIPP provider's product propositions and fee schedules?

Firstly you have to decide what SIPP is best for you - there could be a full SIPP, single investment SIPP, hybrid SIPP, light SIPP, diet SIPP, SIPP zero, SIPP with a hint of lemon! You then have to trawl through a 5 page fee document to decipher exactly what your client will be charged, now and in the future. If there are any time costed fees, your job becomes even harder! All this takes up your time and can also leave you clients feeling puzzled and confused.

The Liberty Option SIPP is proud to be breaking this mould. Put quite simply, you pay to open the SIPP and then you pay for what you need. When you don't need it anymore you stop paying for it. It also boasts a fee schedule that fits on the back of a business card!

You're probably thinking that to do this we have had to hike up our fees - not at all. The Liberty Option SIPP has one of the most cost effective fee schedules around.

If you don't believe us take a look or use our handy fee calculator to find out just how simplistic and fair our fees really are.

 

First class service

At Liberty we have always strived to provide the best customer service possible. 

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You need to partner with a SIPP provider that will make your life easy, giving you more time to spend with existing clients and attracting new ones. At Liberty you will be assigned an administration team that will look after all of your clients. Every single administrator in the team will have full knowledge of you and your clients, making sure that any one of them will be able to assist you. All of our administrators become members of the CII and are targeted to complete the certificate in life and pensions, which ensures that you're speaking with people that understand what you're talking about. 

As well as our administration team you will have an assigned technical sales representative that can guide you through the set-up process, discuss new business and provide technical assistance for new and existing clients. 

Investment flexibility

With a Liberty Option SIPP you choose your investment providers, not the other way round. We don’t offer you a menu of providers that we’ve chosen; we give you access to the whole of the standard investment market so you can make the decision.

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As we discussed above, the Liberty Option SIPP offers your clients some fantastic investment options. Once you have opened up the SIPP you will be able to add standard investments like discretionary fund managers, stockbroking accounts and managed funds. You will also be able add a property option at any time.

It's a huge benefit to know that if your investment planning changes or you look to diversify your portfolio, you already have the tools available to do it. No transfers will be required and you should be able to change your investment strategy straight away, meaning you can adapt to changing markets.

This also works the other way. If you decide to liquidate certain assets when nearing retirement for instance, your client's fees should decrease and they won't end up paying higher fees for access to investments they don't want to use.

Financial stability

It goes without saying that financial stability is one of the most important aspects a financial adviser has to bear in mind when choosing a provider in today’s SIPP marketplace.

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You need to be confident that the company you wish to partner with is financially secure now and remains secure moving forward. You don't want to have to make unnecessary transfers that could incur additional costs and could affect your client - adviser relationship.

We feel that it is important that the FCA are concerned about the financial resources of SIPP companies. At Liberty we always knew that this would be an important feature for our regulators and have always had one eye on our capital reserves to ensure that we are prepared for any changes that may come in the future. 

We are more than happy to engage with prospective financial advisers and provide them with up to date financial figures as part of their due diligence on Liberty.

 

Defaqto 5 Star Rating

The Liberty Option SIPP has been awarded a Defaqto 5 Star Rating for 2013, 2014, 2015, 2016 and 2017.

Liberty are justifiably proud of attaining this recognition as gaining 5 stars is not easily attained.

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The Liberty Option SIPP has been awarded a Defaqto 5 Star Rating for 2013, 2014, 2015, 2016 and 2017.

Liberty are justifiably proud of attaining this recognition as gaining 5 stars is not easily attained.

The team at Defaqto conduct in depth research into each SIPP provider in the marketplace.

This independent research team looks into every aspect of each provider's SIPP product and then arrive at a final rating. This rating enables potential customers to quickly gauge the level of service on offer which gives them an insight into how the company is managed and what can be expected from them.

The ratings take into consideration each aspect of the service on offer. These include accessibility, range of features, the variety of investment options and systems & controls.

Having gained this level of rating, customers can be comfortable about who administers their pensions and have confidence in the level of service they will receive.

 

 

The Liberty Option SIPP

Click here for more information on the Option SIPP, details of its clean pricing structure, flexibility of investment and ease of use

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Contact the Liberty Team

For further information about the Liberty Option SIPP or if you want to speak to your admin team about your SIPP click here

Apply Online


Click here to start the application process to create your own Liberty Option SIPP

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