Cofunds offers the Suffolk Life MasterSIPP, a full, bespoke SIPP that offers the facility to invest in the full range of collectives available on the platform as well as property, equities and a range of other specialist investments.
Key Facts
With the MasterSIPP you can:
- Invest in a broad range of assets, without restricting choice to a particular panel or broker
- Work with the discretionary manager of your client's choice
- Access commercial property with pensions expertise
- Invest non-protected (NPR) and protected rights (PR)
- Transfer-in funds, as well as make single and regular contributions
- Hold flexible retirement options, with unsecured income (UI) available as well as alternatively secured pension (ASP) after the age of 75
- Pool protected and non-protected rights.
Dealing through Cofunds
The Suffolk Life MasterSIPP offers all the platform based functionality you would expect from Cofunds:
- Deals for Cofunds collectives are placed online directly via the Cofunds secure website
- You can seamlessly click through from Suffolk Life to the Cofunds website or vice versa
- You can view all client holdings held on the Cofunds platform under your Cofunds log-in
- You can request the movement of cash online between Suffolk Life and Cofunds
- Both initial and trail commission on Cofunds collectives are available. Platform based remuneration can also be applied
- An automated regular withdrawal facility is available which can support disinvestment where unsecure income or secured pension is being paid.
About Suffolk Life
Suffolk Life has specialised in Self Invested Personal Pensions (SIPPs) for over a decade writing their first SIPP in 1994. Operating at the bespoke end of the market, they are renowned for their property expertise and award winning quality service. By means of bespoke IT systems and highly trained staff, their focus on supporting advisers is delivered at a consistently high standard.
- Suffolk Life has established over 14,000 self-invested plans
- It holds a diverse array of assets under administration exceeding £3 billion
- It owns in excess of 1,700 commercial properties on behalf of over 2,500 plan holders
- It has been assessed by investor in Customers as 2 star - "outstanding" .