Towards the end of 2025, you may have received and responded to our client survey. This feedback is incredibly valuable to us as it helps us understand how clients benefit from our products. More importantly, it gives us an insight into areas for improvement, so we can continually develop our SIPPs and platform.
We would like to thank everybody who took the time to respond to the survey and share some of the key results with you.
91% of clients agree that our products have helped or will help them achieve their retirement goals
Our SIPPs are designed to make it easier for you to manage your retirement savings and draw an income, particularly if you move overseas. Ultimately, this could mean that you’re more likely to achieve your dream retirement.
In our survey, we wanted to find out if our SIPPs were helping clients realise their ideal retirement.
We were pleased to see that 91% of respondents felt our products have helped or will help them achieve their retirement goals.
Control over investments and flexible options for drawing an income in retirement were priorities for our clients
The survey is an opportunity for us to understand what is most important to our clients when choosing a SIPP, so we can design products that are well-suited to your goals.
We asked respondents who had not yet retired what their biggest retirement aims were. The results showed:
- 79% said having control over their investments was a priority
- 69% said having the flexibility to make withdrawals in line with their retirement needs was crucial
- 64% said they wanted to make sure they had enough money to live their desired lifestyle.
The third aim depends largely on your own retirement savings strategy. However, the first two options relate directly to our SIPP platform and the choices we offer clients. We recognise this and strive to provide as much control and flexibility as possible.
Using your feedback when designing our new platform
During the survey, we asked about various platform features and how well you thought they performed. The results showed that there is still room for improvement in some areas.
Fortunately, we are in the process of developing a brand-new platform, and we will be unveiling it later in the year. Throughout the design process we will consider the responses you gave about your priorities when using our products and the specific features on the platform.
This means our new and improved system will serve your retirement needs better than ever.
Look out for more updates on the new platform in a future newsletter.
Get in touch
For more information about our SIPPs, email us at [email protected] or call 03303 202091.
Please note
This article is for general information only and does not constitute advice. The information is aimed at individuals only.
All information is correct at the time of writing and is subject to change in the future.
A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Past performance is not a reliable indicator of future performance. The tax implications of pension withdrawals will be based on your individual circumstances. Thresholds, percentage rates, and tax legislation may change in subsequent Finance Acts.
