Platinum Retirement Account
The Platinum Retirement Accountâ„¢ is a Pension Plan designed for those clients who value active fund management and monitoring, with an unrestricted approach to the investment of their funds.
Investment Scope
The Platinum Retirement Accountâ„¢ is a Self Invested Personal Pension (SIPP) that allows the Investment Managers to invest in almost any allowable asset, which includes:
- Over 3,000 funds
- All shares traded on the UK stockmarkets
- Government Bonds
- Corporate Bonds
- ETCs, which can invest in commodities from wheat to precious metals
- Cash
- Commercial Property and Property funds
- Warrants
This gives a much wider investment scope than non-SIPP pensions and means that the Investment Managers can manage without compromise.
Discretionary Management
The Platinum Retirement Account is managed on a Discretionary Basis, which means that the Investment Managers monitor the portfolio holdings on a daily basis and can react quickly to market conditions and industry changes.
Allowable Investments:
- Transfers from existing pensions
- Lump sum investments
- Regular contributions
- In-specie transfers of current investments
The above allowable investments are subject to a minimum initial investment/fund value of £100,000.
On-line Access
All clients get full on-line access to their plans, giving real-time valuations and full plan information at any time, day or night.
Reporting
All clients will receive quarterly valuations and investment reports from the Investment Manager
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