Bespoke Self-Administered and Self-Directed Pensions
Bespoke Trustees Limited’s core activity is to offer a complete range of self-administered pension products to the Irish Intermediary market, which offer both a competitive charging structure and market leading “Bespoke” service standards. Bespoke Trustees Limited is not a financial advisor and does not provide financial advice, rather that is the role of our network of introducing intermediaries. Bespoke provides the platform through which ultimate investment flexibility accessing the entire market can be achieved.
As Pensioneer Trustee and Registered Administrator, part of Bespoke’s core function is to ensure that a pension remains compliant from a Revenue perspective at all times. Bespoke will assess investments selected by pension holders and their financial advisors to ensure that they do not breach Revenue Rules, before allowing any investment to proceed. It is important to note that Bespoke will not offer any opinion as to the quality or suitability of an investment, that will be the function of the pension beneficiary themselves and their financial advisor. Assuming a proposed investment does not breach Revenue rules, Bespoke will then facilitate the investment being made in an efficient manner.
Some of the many types of investments which may be allowable are (but not limited to) the following:
Bespoke does not have a preference over which investments or investment providers are selected and will facilitate an investment identified by the pension holder and their investment advisor, provided the investment satisfies Revenue rules.
Further information on Bespoke’s different types of self-administered and self-directed pensions is provided on this website. For specific queries please contact your financial advisor or contact Bespoke Trustees Limited at info@bespoketrustees.ie.