Cazenove Capital has a dedicated Personal Pensions Team based in our London office with detailed pensions knowledge and experience in the management of personal pensions.
We have agreements in place with the UK’s major Self Invested Personal Pensions (SIPP) providers.
Portfolios are managed in accordance with your clients’ specific pension requirements. We form a three way relationship with you and the SIPP provider, ensuring portfolios are invested according to clients’ age, time horizon, and when in drawdown, their income requirements.
We can address concerns which your clients may have with respect to social, environmental and ethical investment issues (SEE).
A dedicated specialist personal pensions team:
We have a relationship with the following providers: