View more on these topics

Jupiter designs Sipp

Jupiter Unit Trust Managers has entered the retail pensions market with its first self-invested personal pension.

The SIPP is a full scheme and has been designed to give investors a last chance to take advantage of the carry forward/carry back rules, which are set to change in April 2001.

Contributions made before January 31 in any year can still be treated as payment for the previous year. However, investors will no longer be able to carry forward contributions to the next tax year.

The Jupiter SIPP gives clients the choice of investing entirely in Jupiter funds or including a mix of other investments from external companies ncluding other unit trusts, insurance company funds and commercial property. T. However, this is subject to the condition that at least £10,000 is invested in the Jupiter range of funds.

Other Sipps of this kind have a wider range of funds, such as Winterthur Life’s full Sipp have a wider range of funds from different management groups. This SIPP does not require minimum amounts to be invested in particular areas, unlike the Jupiter SIPP.

The Jupiter SIPP is suitable for the self-employed and could be particularly suitable for company executives, but it is likely to face some competition when stakeholder pensions come into effect.


X marks the spot

In the two months since laun ching our X-share class, Hen-d erson Global Investors has undertaken an extensive timetable of IFA roadshows across the country, designed to explain more about the share class that we believe will eventually become the standard fare of UK fund management houses.For anyone who missed the initial post-launch press coverage, […]

Seven up puts fizz into Isas

The long-term raising of the Isa contribution limits and the widening of eligibility to 16and 17-year-olds in Chancellor Gordon Brown&#39s pre-Budget statement highlight some major points.It puts the spotlight on the success of this product and cements the position of the Isa as one of the cornerstones of the financial services market for the foreseeable […]

Mortgage Business designs flexible buy to let

The Mortgage Business has designed a flexible buy-to-let mortgage that allows borrowers to buy up to ten properties. Investment Portfolio has a maximum loan to valuation of 85 per cent and tracks the Bank of England base rate for the mortgage term. Flexibility is ensured by the ability to make overpayments, underpayments, payment holidays and […]

Hammer home the independent message

The outcome of the investigation into pol arisation is questionable to say the least. What is difficult to understand is that we are told we have a listening Government that positions itself as the people&#39s champion. Yet, quite evidently, consumer concerns have been overridden by the politics of the day.We are now seeing a scen […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm