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Aries SIPP Illustrations

The Aries SIPP Illustration System is fully functional, and is easy and quick to use. It includes both the fund growth and income drawdown stages, and covers the more difficult aspects such as phased drawdown and critical yield. It provides detailed client reports in an informative and easy-to-read style, along with the necessary health warnings. The system complies with FSA requirements and is ready for immediate use on PCs and PC networks, and can also run from your website if required.

Fund Growth illustrations

To show the SIPP fund growing to selected pension age from the initial transfer or other investment, with continuing client and employer contributions if required.

Features

  • Available fund, TFC and annuity benefits at the selected pension age
  • Variations on the results for assumed investment yields of 5%, 7% and 9%
  • Results in terms of today's prices, adjusted for inflation at 2.5%
  • IFA commission and fund manager charges incurred along the way
  • Effective yield to the client after taking commission & charges into account
  • Comparison with S2P benefits for contracted-out cases
  • Comprehensive client report covering all aspects

Income Drawdown illustrations

Two main choices at the outset:

A. Simple retirement option, where initial TFC is taken with remainder of funds used for drawdown at a selected level up to 120% of the GAD rate.

B. Phased retirement option, where funds are drawn progressively into USP, with TFC used alongside drawdown to provide slices of income in succeeding years.

Features

  • TFC and income drawdown payable over the period till final annuitisation
  • Progression of the main and USP funds over this period
  • The final annuity available at 75 (or earlier age as selected)
  • Variations on the results for assumed investment yields of 5%, 7% and 9%
  • Critical yields types A & B needed to achieve given target levels for the benefits
  • IFA commission and fund manager charges incurred along the way
  • Comprehensive client report covering all aspects

Aries SIPP comes as a separate package, and is priced on a sliding scale depending on the the size of operation. Pricing starts at £1,295 pa + VAT, allowing for up to 100 illustrations pa; then £3,465 for up to 1,000; and £6,925 for up to 5,000. Intermediate prices are available on request, also for numbers over 5,000.



To place an order or obtain further information please complete our online form or contact us:

Aries Training & Information Systems Ltd
Aries House
29 Station Road
Desborough
Kettering
Northants NN14 2RL

Telephone: 01536 763352

Email: info@ariespensions.co.uk



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