Do you have pension pots dotted all around? Or have you set up your employees’ pension schemes but not your own? Perhaps your performance has been letting you down. At MVAM we have professionals experienced in running both small and large pension pots and have the systems and set up to cater specifically for you and your retirement needs.

What is a SIPP/SSAS?

A SIPP (Self-Invested Personal Pension) is a pension that holds investments until you retire. It’s different from a SSAS as it offers the individual total control over their investment portfolio.

An SSAS (Small Self-Administered Scheme) is set up to provide retirement benefits for a small number of a company’s directors or senior staff and their families. The number of members is generally no more than 11.

Why choose an MVAM SIPP/SSAS?

We have experience of running large balanced portfolios successfully.

Your pension will be run to match your individual risk profile. No pooling of funds. No double fees. Just straight stock share and bond holdings.


  • The value of investments held in a SIPP can fall as well as rise and is not guaranteed. You may get less back than the amount invested which may affect the value of the income you receive in retirement.
  • Tax benefits mentioned are subject to change in the future.
  • Pensions are complex. Professional advice should be sought before action is taken.

How it works

  1. Choose what matters to you – choose whether you want income or growth from your MVAM portfolio and select an account type: a tax-free Stocks and Shares ISA, flexible General Investment Account, SIPP/SSAS or Corporate Pension.
  1. Answer a few questions – complete our questionnaire about your investment aims, how much you want to invest, and the amount of risk you’re comfortable with. We then get to work building a low-cost investment portfolio to suit your risk level.
  1. We match you to a portfolio – the portfolio we’ll suggest is designed to maximise returns for your risk level. Once you’re invested, we do the rest: managing your portfolio and fine-tuning its investments to keep you on track.

Portfolios you may be interested in

Yorkshire T20 Portfolio

The Yorkshire T20 Portfolio WILL ONLY invest in listed companies which are based in Yorkshire, in line with our firm commitment to local community-based asset management.

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AIM Inheritance Tax Portfolio

To reduce your IHT liability we invest in companies listed on the UK’s Alternative Investment Market (AIM) that qualify for Business Property Relief. Investments in such companies held for at least two years are potentially IHT tax-free under current legislation.

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Premium Dividend Portfolio

The Premium Dividend portfolio will invest in 25 companies in the UK and Europe that will give you a steady and growing stream of income. The companies we invest in will demonstrate an ability to pay a consistent, growing dividend throughout the business cycle.

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