The J.P. Morgan SIPP

Make the most of your retirement with the J.P. Morgan SIPP

Our SIPP aims to help you make the most of the tax advantages available for your retirement planning. Managing your SIPP using J.P. Morgan WealthManager+ gives you access to a wide range of investment choices, giving you the flexibility and control you need to maximise your pension fund's future growth.

Choice

You can invest not only in the whole range of J.P. Morgan investment trusts and managed funds (OEICs or SICAVs), but also enjoy wide access to funds from other leading UK fund managers and the FTSE all share index (online only). That way you can select the investments that are right for you.

Control

With our SIPP, you’re in control. You decide what you buy, sell, switch or transfer into it – and when. You’re the one who sets the level of contributions and decides what to do at retirement. After all, it’s your pension and your future. Of course, it’s important to remember that you can't cash in your J.P. Morgan SIPP in part or in full at any time or take any income before age 55.

Flexibility

You can include a wide range of assets. If you wish you can also transfer existing personal pension plans into your J.P. Morgan SIPP but please note that your existing pension provider may charge a penalty fee for your transfer and the transfer may not be suitable for your personal circumstances. These may include pension assets that result from you ‘opting out’ of the state pension scheme. We strongly recommend that you take financial advice before transferring any pension funds.

Transparency

The J.P. Morgan WealthManager+ online service gives you choice and control of your investments and products, education and planning tools and lets you implement your decisions. Through J.P. Morgan WealthManager+, it’s easy to see which investments you have in your SIPP, how they’re performing and what you are being charged.

Client Service

Our UK-based Investor Services team can answer any queries you may have. Quickly and in confidence. We have a dedicated team of SIPP experts who can answer any complex queries, although please note we cannot give advice on the suitability of a JPMorgan SIPP for your personal circumstances.