Why the J.P. Morgan SIPP?

The J.P. Morgan Self Invested Personal Pension (SIPP) aims to help you make the most of the tax benefits available and your options at retirement. Managing your SIPP online with J.P. Morgan WealthManager+ gives you immediate access to a wider range of investments, giving you choice, control and flexibility.

Providing choice of investments

Invest in the whole range of J.P. Morgan investment trusts and managed funds (OEICs or SICAVs), and also enjoy wide access to funds from other leading UK fund managers. Investing online with J.P. Morgan WealthManager+ gives you access to FTSE All-Share equities, bonds and ETFs (exchange traded funds). That way you can select investments that are right for you.

Giving you control of your pension

With our SIPP, you’re in control. You can keep track of your pension through our online service,
J.P. Morgan WealthManager+ at a time that suits you – 24 hours a day, 365 days of the year.
Find out more about the benefits of WealthManager+

Flexibility in how you invest

You can enjoy greater flexibility by deciding exactly which funds to invest in and when to buy, sell or switch your investments. If you wish you can also transfer existing pension plans into your
J.P. Morgan SIPP. 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.
Find out more about pensions transfers

Options at retirement

You have many options at retirement, with different risk factors. You can even take some of your pension pot before you retire.
Explore your options at retirement in more detail

Points to consider

While the SIPP wrapper gives tax benefits, the usual risk factors still apply to the underlying investments. The value of investments can fall as well as rise and you may not get back the full amount invested.

The level of tax benefits and liabilities will depend on individual circumstances and may change in the future.

Suitability

You should, of course, only consider investments that are right for you. If you are in any doubt about the suitability of an investment, please speak to an independent financial adviser – find an IFA at unbiased.co.uk.

Invest from £50 a month

You can invest regularly from £50 per month (£40 net) or invest an initial lump sum minimum of £500 (£400 net) with the ability to top-up from £100. And through WealthManager+ online you can also change your monthly payments or top-up your investments quickly and easily from one secure online platform.
Find out how you can invest today

Essential information

Before investing you should take the time to read all the relevant legal information and make yourself aware of the investment risks involved.
Find out more

Please remember that the value of investments and the income from them can go down as well as up, and you may not get back the full amount invested. The tax benefits and liabilities will depend on individual circumstances and may change in the future.

Past performance is not a guide to the future.