Why choose an Investment SIPP Account?
- You'll pay no fees to maintain the account.
- There's no minimum account balance.
- They're available to you if you have a self-invested personal pension and want to hold part of it in cash.
- You can transfer funds from one currency to another without any charges.
- Control is given to the SIPP Corporate Trustee who manages a customer's personal pension assets.
Interest rates
To find out the interest rates for this account, please call us on 0800 092 3300. If you're an existing customer, you can also see your interest rate on your statements.
Additional information
- We'll open your new account within 7 days. It'll be quicker if you're an existing customer, opening an account with us in the same name, as long as your circumstances haven't changed.
- Please make sure all sections of your application are complete, and you've attached the supporting documents listed within the Customer Identification Requirements (pdf) document. If anything is missing, this might cause a delay.
- Withdrawals must be through your SIPP provider and are processed electronically.
- You can manage your Investment SIPP account by phone or by post via SIPP provider.
- Interest paid on balances in pounds only.
- This account is subject to availability and may be withdrawn from sale at any time without notice.
- We'll support you if you've fallen victim to a fraud. You can find out more about our approach to fraud, on our website.
Key information for your application
It's important that you fully understand the account, interest rates and the relevant Terms and Conditions before submitting an application.
To find out the interest rates for this account, please call us on 0800 092 3300.
Please contact your pension provider to discuss opening the account and completing an application form.
If you don't have a pension provider, please contact us on capbcet@caterallen.co.uk to discuss your options.
Key documents
A guide to our complaints process (pdf)
File size: 84.1 KB
A guide to your account (pdf)
File size: 995.1 KB
Banking Tariff (pdf)
File size: 71.0 KB
Change of Details Form
File size: 137.2 KB
FSCS Information Sheet and Exclusions List (pdf)
File size: 572.8 KB
Helping you manage your non-personal account (pdf)
File size: 1.2 MB
Internet Banking registration guide (pdf)
File size: 699.5 KB
Sanctions Exposure Questionnaire (pdf)
File size: 1.6 MB