The IM Optimum SIPP is designed for middle to high net worth clients (minimum of £50,000) to hold our IM Optimum Portfolios without having to pay any initial, annual and income payment SIPP charges.

 

It also offers complete open architecture for bespoke SIPP functionality, again with no initial, annual or income payment fees.

 

The only other charges are commercial property fees (when selected) and our standard fee schedule for additional work, as and when required.

 

For further information about the IM Optimum SIPP please call us and we will arrange for your nearest regional sales director to contact you.