Organon Trustees is a specialist provider of bespoke self-invested pension solutions to professional advisers and their High Net Worth clients.
Many providers seek to simplify their self-invested pension offering by restricting investments in some of the more complicated or esoteric asset classes, such as unquoted shares or certain types of commercial property. They may insist on the use of particular service providers: solicitors, surveyors, insurers or investment managers or increase transaction charges if preferred providers are not used.
This one size fits all approach inevitably leads to a restriction of choice and often an increase in cost.
At Organon, we offer a flexible and entirely bespoke service tailored specifically to individual client needs. We offer all our clients the widest possible choice both in terms of the investments they make and how they are arranged and managed. Excellent service, allied to a clear and extremely competitive charging structure, with transaction costs kept strictly to a minimum, offers professional advisers an excellent solution to their clients’ pension needs.
Please contact us for full details of our services and how we can help you.
Small Self-Administered Schemes (SSAS)
The SSAS is the traditional pension scheme of choice for owners of small and medium sized businesses. Despite the continued rise in popularity of the Self-Invested Personal Pension, the SSAS still represents the arrangement of choice for those wishing to retain maximum flexibility and control over their pension investments. As such the SSAS remains the “Rolls-Royce” of self-invested pension vehicles.
Self-Invested Personal Pensions (SIPP)
The label “SIPP” is applied to a broad range of product offerings and it is necessary to focus on the specific details of particular arrangements and the way in which they are managed to draw meaningful conclusions about the type of SIPP they actually are. Organon operates at the “bespoke” end of the SIPP continuum, offering maximum flexibility at an extremely competitive price.
At Organon we are keen to ensure that advisers and their clients have access to as many options as possible within their SSAS or SIPP arrangement. For example, you may have clients in drawdown who are concerned about the tax implications on death. You may be advising groups of individuals looking to pool their funds to purchase a property. At Organon we can offer a number of tailored options to help create effective investment and retirement planning solutions.