Liberty SIPP, a UK-based pension provider, has selected Charles Stanley as discretionary fund manager (DFM) partner to its new offering called the Liberty Option SIPP.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Charles Stanley will serve as DFM partner for Liberty’s newly merged Liberty Option SIPP, which is a single merged offering of its two self-invested products including Liberty Sipp and Icon Sipp options.
The new Liberty Option Sipp, which is available through both the firm’s sale teams in addition to 32 regional offices across the UK, has designed fees to reflect the complexity of underlying assets.
As part of the deal, Charles Stanley will offer bespoke and model portfolio services to the new online Sipp service.
James Stewart-Smith, director of intermediaries sales at Charles Stanley, said: "For our intermediary sales team that operates around the country supporting our branch network and dealing with financial advisers at a local level this partnership offers them a further Sipp option as we see the market for individual investment pensions continuing to grow."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataJohn Fox, managing director of Liberty SIPP, said: "Our goal is to offer their intermediary connections a SIPP that, as well as being flexible and low-cost, is easy and quick to use. We would like to think The Liberty Option SIPP is all of that and more."
