Pension transfer due diligence information

Please find the relevant information for pension transfer due diligence below.

For further information, please contact [email protected] and we will be happy to assist.
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Pension scheme summary

Beach partners with a pension scheme administered by WealthKernel Limited. Both WealthKernel and Beach are authorised and regulated by the Financial Conduct Authority (FCA).

Pension scheme name: Wealthkernel SIPP
Pension scheme address: 41 Luke St, London, EC2A 4DP
FCA regulated: Yes
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HMRC registration letter of evidence

HMRC registration letter of evidence PDF
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Trust deed and scheme rules

Trust deed and scheme rules PDF
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Investment plan information

Information on available investment plans, including factsheets, can be found on our investment plans page. There is one default fund per age group.

Key features page

Key features PDF
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Promotional material

Beach does not engage in unsolicited promotional activity (such as cold-calling, emails, or letters).
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Financial advice

Beach does not provide financial advice.