IFA Exeter
Financial Blog   Investor Access
 
Home »  
 
Sipps Pensions
 
Changing SIPP Investment Manager

Unlike an established annuity, you can make changes to your SIPP, even once in drawdown. If your current investment strategy is not working, we are able to make recommended changes to your asset allocation, your risk profile and meet your changing personal circumstances. You can even sell up and buy an Annuity, if that is seen as a more suitable way forward.

What many people are not aware of is that you are able to switch investment managers without going through the whole pension transfer process. Moving your pension capital from one investment manager to Raymond James can be achieved by simply opening up a Raymond James Pension Trustee Investment Account and completing a transfer authorisation letter. Our dedicated Transfer department will to the rest.

 

Once the funds have arrived in your new account, we meet with you to review your strategy and create a portfolio of investments that meet your objectives.

Raymond James has relationship with most of the leading SIPP providers and we perform due diligence to make sure they meet our criteria as providers.

 
 
Invest Together
 
 
For your future
For income
In Retirement
For long term care
For estate planning
Investment proposition
Home
About us
News
Videos
Contact us
Financial Advisor Exeter
Independent Financial Advisor Exeter Independent Financial Advisor Exeter
Contact our offices for investment advice and planning
 
 
Exeter Offices | Tel: 01404 598 373
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Cheltenham Offices | Tel: 01242 807 455
6 Bath Mews, Bath Parade, Cheltenham, GL53 7HL
Colyton Offices | Tel: 01297578460 
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Exmouth Offices | Tel: 01395 542 551 
32 Rolle Street, Exmouth, Devon EX8 2SH
 
 
 

Raymond James Investment Services Limited is a member of the London Stock Exchange and
is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657. Registered office: Broadwalk House 5 Appold Street London EC2A2AG. | RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc. | Legal Disclosures
 
Devon Web Design | Web marketing & Design