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SIPP Training
Posted: 12 January 2018 09:26:29(UTC)

Joined: 15/11/2017(UTC)
Views messages in topic : 3


I am considering consolidating some of my pension into SIPP. I am new to SIPPs but have made investment decisions for a few years now.

I wanted to check if anyone knew of any training courses, online or face to face that would help to train people in getting the best out of their SIPP?

Posted: 12 January 2018 09:30:24(UTC)

Joined: 15/03/2016(UTC)
Posts: 71

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Well the investment decisions continue as per your own strategy/asset allocation etc.

In terms of the wrapper itself if you are close to needing to take an income from your pension I would consult a Chartered Financial Planner to advise on taking the cash free sum, ongoing withdrawals and stuff around crystallisation etc. Note I referred to a CFP and not an IFA...
Lee Smith
Posted: 09 March 2018 23:40:29(UTC)

Joined: 09/03/2018(UTC)
Posts: 3

There's some very handy videos on Youtube that explain the inner workings of SIPPs.
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