Berkeley Burke & Co. Ltd was established in 1973 with the aim of providing the very best service and advice. This principle has underpinned their growth into one of the UK's top 10 Independent Financial Advisers and Pension Administrators. Berkeley Burke & Co. Ltd is authorised by the UK's Financial Services Authority as a personal pension scheme operator and pension adviser. Berkeley Burke provide a high degree of personalised, professional service in the design and administration of 'tailor made' pension solutions for our clients' needs, rather than the 'one size fits all' approach favoured by the insurance industry.

The Gold SIPP gives you access to a wide range of investment options including: Investment Funds, Shares traded on a Recognised Exchange, Commercial Property, Future & Options, and Commodities including Gold. You must contribute at least £50,000 into the Gold SIPP at commencement.

The Gold Pension is a reduced version of the Gold SIPP and can invest in GBP cash and Gold only, but the Gold Pension has no minimum contribution requirement. In addition, different fees are charged on the Gold SIPP and Gold Pension, please click on the link below to download the Brochure which contains information about the respective fee arrangements.

Please click on the links below to download the Brochure and Key Features documents. If you have any further questions then please contact Berkeley Burke by phone or email.

Please click on the links below to download the Brochure and Key Features documents which provide important information about the Gold SIPP and Gold Pension, including fees and charges.

When you are ready to apply, then please click the link below to download the Initial Application Form which you should print, complete and return to Berkeley Burke & Co. Ltd who will then contact you in order to complete the remaining documentation.

There are three main ways of putting money into your new SIPP:

1. Making new contributions: You and /or your employer can contribute to your Gold SIPP or Gold Pension whether you are employed or self-employed, both or neither. You will be required to make an initial minimum contribution to the Gold SIPP of £600 or Gold Pension of £250 upon application.
2. Transferring in other pension arrangements: During your working life you may have held benefits under a number of pension arrangements, which may have different rules. You may now wish to consolidate your arrangements under one scheme. However this is not a decision that should be taken without appropriate qualified advice. Please consult your own financial adviser or ask your Gold SIPP or Gold Pension contact to put you in contact with their pension advisers at Berkeley Burke & Co. Ltd.
3. By making an in-specie contribution, by way of transferring Gold from your existing Gold holding with GoldMoney, to the Gold SIPP or Gold Pension.

The Gold SIPP and Gold Pension are especially designed to receive an in-specie transfer of Gold from an existing Holding of Gold with GoldMoney. You can then buy more Gold with the tax that Berkeley Burke & Co. Ltd can reclaim on the value of the in-specie transfer at either 22% or 40% depending on your personal circumstances. You must ensure you have sufficient earnings for the tax year in which the-in specie contribution is made to justify the tax reclaim. In order to proceed with an in-specie transfer, please click on the link below to download the In-Specie Contribution Form, complete and return to Berkeley Burke.