Premier Pension Services

Brooks Macdonald Asset Management

Premier Pension Services (PPS) is delighted to provide SIPP administration services in support of Brooks Macdonald, their IFA partners, and their clients.

The Brooks Macdonald SIPP provides for those clients wanting to use the Brooks Macdonald Managed Portfolio Service within their pension fund.

One of the key features of this product is that Brooks Macdonald will pay the annual administration fee for those clients having a minimum of £150,000 invested (please refer to Terms and Conditions below).

• Product fact sheet (pdf, 56kb)
• Brooks Macdonald SIPP Terms and Conditions (pdf, 444kb)
• Guide to establishing the Brooks Macdonald SIPP (pdf, 61kb)
• Brooks Macdonald Managed Portfolio Services application form (pdf, 807kb)
• Brooks Macdonald Risk Fact Sheets:
  • Brooks Macdonald Risk Fact Sheets - Lower Risk (pdf, 58kb)
  • Brooks Macdonald Risk Fact Sheets - Medium Risk (pdf, 60kb)
  • Brooks Macdonald Risk Fact Sheets - High Risk (pdf, 62kb)
• Premier SIPP Application Form (pdf, 163kb)
• Premier SIPP Member Agreement (pdf, 109kb)
• Premier SIPP Key Features Document (pdf, 204kb)