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What is a SIPP?

Your complete guide to Self-Invested Personal Pensions

Understanding SIPPs

A Self-Invested Personal Pension (SIPP) is a type of personal pension that gives you complete control over your retirement savings. Unlike traditional workplace pensions, a SIPP allows you to choose and manage your own investments, from individual stocks and bonds to commercial property.

Key Benefits

Tax relief on contributions

Get up to 45% tax relief on your contributions

Wide investment choice

Invest in stocks, bonds, funds, and commercial property

Tax-free growth

No UK income tax or capital gains tax on growth

Flexible access from 55

Access your pension flexibly from age 55 (rising to 57 in 2028)

How SIPPs Work

1

Contribution

You contribute to your SIPP and receive tax relief from the government. For basic rate taxpayers, every £80 you contribute becomes £100 in your pension. Higher rate taxpayers can claim additional relief through their tax return.

2

Investment

Your money is invested according to your choices. You can select from thousands of investments including UK and international stocks, bonds, funds, investment trusts, and even commercial property.

3

Withdrawal

From age 55 (rising to 57 in 2028), you can access your pension flexibly. Typically, 25% can be taken tax-free, with the remainder taxed as income at your marginal rate.

SIPP vs Other Pensions

FeatureSIPPWorkplace PensionPersonal Pension
Investment ChoiceWide range including stocks, funds, commercial propertyLimited to provider's fund selectionLimited to provider's fund selection
Employer ContributionsPossible but not guaranteedYes, minimum 3% of qualifying earningsUnlikely
FeesVaries by provider, can be higherTypically lower, often subsidizedModerate, varies by provider
FlexibilityHighLow to ModerateModerate

SIPP Tax Relief Explained

20%
Basic Rate

£80 contribution becomes £100

40%
Higher Rate

£60 contribution becomes £100

45%
Additional Rate

£55 contribution becomes £100

Annual Allowance

You can contribute up to £60,000 per year (or 100% of your earnings if lower) and still receive tax relief. There's also a lifetime allowance of £1,073,100 (as of 2026/27).

Is a SIPP Right for You?

Consider a SIPP If:

  • You're comfortable making your own investment decisions
  • You want a wider range of investment options
  • You have experience with investing
  • You want to consolidate multiple pension pots
  • You're self-employed or don't have a workplace pension

Consider Alternatives If:

  • You prefer a hands-off approach to investing
  • You have a good workplace pension with employer contributions
  • You're new to investing and want guidance
  • You're concerned about higher fees
  • You want guaranteed returns

Key Considerations

Long-Term Commitment

Pensions are designed for long-term saving. The earlier you start contributing, the more time your investments have to grow through compound interest.

Risk and Reward

With greater investment choice comes greater responsibility. The value of investments can go down as well as up, and you could get back less than you invest.

Diversification

It's important to spread your investments across different asset classes and geographical regions to manage risk effectively.

Fees Impact

SIPP fees can significantly impact your returns over time. Compare providers carefully and consider the impact of fees on your long-term growth.

SIPP Investment Options

Stocks & Shares

Individual company shares and exchange-traded funds (ETFs)

Investment Funds

Unit trusts, OEICs, and investment trusts

Commercial Property

Direct property investment and property funds

Government & Corporate Bonds

Gilts and corporate bonds for fixed income

Alternative Investments

Infrastructure, private equity, and hedge funds

Cash & Deposits

Cash deposits and money market funds for stability

Related Guides

Learn more about retirement planning and tax-efficient investing:

Ready to Plan Your Retirement?

Get personalised guidance on building your retirement wealth with SIPPs.