Carey Personal Pension

The Carey Personal Pension provides a low-cost method of creating a plan where a client is happy with a limited range of investments. Not everyone needs the full functionality of a SIPP and often products called SIPPs have restricted access to investments and asset classes. This can be misleading.

Carey Personal Pension allows some flexibility to enable individuals to create a plan more tailored to their individual needs.

Carey Personal Pension allows clients to start a scheme with a lower fund value which is more cost effective. They can choose a bank account plus two other investments of their choice, or a default range of funds available through one of our outsourced investment partners.

Features of the Carey Personal Pension:

• A simple way to start saving for retirement
• Ability to consolidate existing pension pots
• Simple to move into drawdown
• Have flexibility but in a simple way at low cost
• Easy to move to a full SIPP