Self-Invested Personal Pension (SIPP)

This page is for our SIPP customers who joined ReAssure from Legal & General.

What is a SIPP?

A SIPP is a type of pension that allows you to invest directly in self-invested assets, like shares, commercial property, and a variety of financial vehicles (such as unit trusts). Just like other personal pensions, a SIPP also allows you to invest in insured funds (also known as unit-linked funds). From age 55, SIPP holders are able to drawdown some, or all, of their money.

Because SIPPs have more options they’re usually more suitable for active investors, or customers with financial advisers. It’s also worth noting that some of the investment options available for your SIPP will attract higher charges.

SIPP documents

• Member’s booklet: explains the terms and conditions that apply to your SIPP.
• Terms sheet: explains the SIPP charging structure and what kinds of self-investments are allowed.
• How your SIPP works: a guide to how you can take money out of your SIPP from age 55.
• Liquidity policy: explains what happens if the money in a member’s SIPP bank account is not enough to settle any outstanding liabilities.

Who can I contact about my SIPP?

It depends on what your SIPP is invested in. If it’s only invested in insured funds, you can use our Online contact form or  call 0800 073 1777, or write to ReAssure, Windsor House, Ironmasters Way, Telford TF3 4NB.

If your SIPP is partly, or completely, invested in self-invested assets, you should email reassuresipp@mercer.com or write to ReAssure SIPP, 2nd Floor, Fitzalan House, Fitzalan Court, Fitzalan Road, Cardiff CF24 0EL.

Please quote your policy number when you contact us.