Openwork adviser zone – case study

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What we’re offering:

If you’re looking for a retirement planning solution tailored to each individual client’s needs, we have just the solution for you. You can bring your Zurich platform assets, your model portfolios and your TIPs and wrap them all into a Hornbuckle SIPP.

We’ve made it more convenient for you – all the DIM forms and the forms you need to open a SIPP are available below. And if you prefer to call us, we have a direct line to our new business team available to answer any of your queries.


Benefits to your clients:

  • Significant tax advantages
  • Diversified risk
  • Full range of asset classes available
  • Flexibility, freedom and choice

Benefits to you:

  • A one-stop shop solution for you to demonstrate added value for your customer
  • A solution to the challenge of how to make your clients feel even more valued
  • Providing your clients with innovative solutions to their investment needs

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Our SIPP offering: all you need to know

View our Key Features

View our SIPP fees