New Clients

Please click either the application or quotation forms from the left menu to establish a SIPP

Existing Clients

Please click the "Adviser Login" link at the top right of the screen to be forwarded to your SIPP logon page which is hosted and operated by Delta Financial Systems Ltd on behalf of Berkeley Burke SIPP Administration Ltd

ANNOUNCEMENTS

10th May 2012 - Update - Carbon Credits

Berkeley Burke have carefully reviewed Carbon Credit investments and having considered matters further regarding ‘Carbon Credits’ we confirm that we will no longer be accepting these investments into the Berkeley Burke SIPP. Also, with immediate effect, we will not be asking SIPP Investment Platform to undertake any review reports of investments of this nature going forward.

Also, for the Willow Rivers Rainforest Carbon Credit Generation (Avoided Deforestation Project - Manuas) investment – as this investment is currently under review by SIP we have put this on hold until the review is completed.


5th April 2012 - Berkeley Burke are pleased to announce the launch of a new quotataion system; please click on Illustrations on the left menu

15th March 2012 – Berkeley Burke have amended their Terms & Conditions and also their Key Features Document and the updated versions are now showing on this web page.

12th March 2012 – The default bank account for the Berkeley Burke PPP is with the Bank of Scotland. With effect from the 12th March 2012 the rate that will apply on all SIPP bank accounts with BOS is 0.75%. This is the base rate plus 0.25%

Investments / deposits within the SIPP

For bank deposits the maximum claim for your Private Pension and personal holdings together is 100% up to a maximum of £85,000 .Therefore if you hold deposits through your Berkeley Burke pension and also (outside this pension) in the same bank compensation will be limited to £85,000 in aggregate. Where the bank is a subsidiary of a larger group, depending on how their banking licence/s have been established, the limit of £85,000 may apply across that entire group.

For most other investment types, the maximum claim is:

Long term Insurance – 90% of the claim with no upper limit
Investment business - £50,000 per person per firm

Berkeley Burke is itself covered by the FSCS so compensation may be payable if it cannot meet its obligations.

Further information about compensation arrangements is available fom the Financial Services Compensation Scheme at http://www.fscs.org.uk/what-we-cover/eligibilityrule