Open and fund a SIPP

And we'll send you a free case of wine

The offer that gets better with age...

When you open and fund an AJ Bell Youinvest SIPP this spring, you can look forward to a delicious reward: a dozen bottles of wine, with a usual selling price of £104*.

Your free case of wine includes five reds, five whites and two sparkling wines, each hand-picked by award-winning merchant Laithwaite's Wine. See their expert selection here.

The offer closes on 23 April 2019.

*Prices are correct at time of circulation.

Open a SIPP

How to claim your wine

To claim your free 12 bottles, this is what you need to do:

  • Open an AJ Bell Youinvest SIPP and fund it with £5,000 or more between 15 February and 23 April 2019.
  • You can either fund the amount directly, or transfer it in from elsewhere. And if you're transferring in over £20,000, we'll pay you up to £500 to cover your transfer costs.
  • Once you’ve opened and funded your SIPP, fill in the form below to claim your wine.

The offer is limited, and may be withdrawn without notice. Transfers from defined benefit pension schemes are excluded from the offer. Other terms and conditions apply.

For a SIPP the minimum funding level of £5,000 is net of tax relief for current year contributions. Any tax reclaimed on your behalf and added to your account will not count towards the £5,000 minimum funding level. Please note that this amount may be higher than your own allowance if you have a high income or have flexibly accessed your pension benefits. If you have enhanced or fixed protection, making a contribution to your SIPP will mean your protection is lost.

By making a claim you are agreeing to the offer terms and conditions.