The BM Premier Trust

DP Pensions Ltd has teamed up with Brooks Macdonald Asset Management Ltd, who are a specialist investment subsidiary of Brooks Macdonald Group plc, the wealth management group that has been listed on AIM since March 2005.

Partnering with them to provide a SIPP offering, in which the assets are invested via the Brooks Macdonald Managed Portfolio Service, was a natural fit.

The combined DP Pensions Ltd and Brooks Macdonald SIPP, The BM Premier Trust SIPP, has been designed for clients with funds from £20,000 making it within reach of the majority of clients who are saving for their retirement. A transparent cost structure, expert investment management from Brooks Macdonald Asset Management Ltd and the security of knowing that DP Pensions Ltd will continually monitor any changes in relevant legislation makes this competitive SIPP an attractive proposition.

DP Pensions Ltd role in the partnership is to provide the supporting administrative framework as well as guidance on legislative issues so that clients can gain the maximum benefit from their SIPP. Brooks Macdonald is the investment manager and will direct the investment decisions on the account.

Each client has their own DP Pensions Ltd contact who will deal with the administration of their scheme. Clients and their advisers have direct access to their administrator including their direct dial phone number and e-mail address.

Other features include:
•a discounted annual fee that covers both the SIPP administration and investment management
•online access to daily updated fund values, inc all transactions
•acceptance of transfers of protected rights and additional lump sums
•simple and clear documentation which is easy to understand
•Brooks Macdonald Asset Management’s best execution policy
•six monthly valuations and transaction statements
•an annual pension statement which will include the fund value and a benefit projection

Downloadable literature to set up a BM Premier Trust SIPP can be found in our Literature pages.