Self Invested Personal Pensions COMPANY
Telephone Number Website address
AEGON (Retirement Choices)
November 2011 0845 610 0010
www.aegon.co.uk
AEGON (One Retirement)
0845 610 0010
www.aegon.co.uk
AJ BELL (Platinum SIPP)
www.ajbellplatinum.co.uk AJ BELL INVESTCENTRE
0845 839 9060
www.investcentre.co.uk
† Set-up fee: Waived if £25K or more of assets invested using Funds & Shares Service as the investment partner. Annual admin: Fee taken Shares Services only) up to £1m - 0.20% pa, £1m to £1.5m, 0.15% pa, £1.5m to £2m - 0.10% pa, over £2m - 0.05% pa. Dealing/switch
ALLIANCE TRUST SAVINGS (Select SIPP)
Provider: Alliance Trust Savings Ltd 1997, 01382 573737
www.alliancetrustsavings.co.uk
Also available, alternative pricing option via trading platform, of flat fee annual administration charge for limited number of trades. † Dealing: On offered which will reduce the charge for making regular payments by direct debit from £5 per security down to just £1.50.
AVIVA
Pension Portfolio Administrator: CITI
December 2012, 0845 075 6655
www.aviva-for-advisers.co.uk
AXA WEALTH (Retirement Wealth 18/ Account)
Administrator: AXA Portfolio Services Ltd November 2008 0845 122 3007
www.axawealth.co.uk
BARNETT WADDINGHAM Flexible SIPP
Administrator: BW SIPP LLP July 2014
0844 443 0100 No No No No Segmented Set-up: £100 (set fee for an No No No 19/ No max £1K † £1K † £100 † £5K (£1K Not Set-up: Nil investment level chosen. †
if regular segmented Annual admin: Dependent on on size payments made)
Flex level annual charge: £250 payable to Aviva plus yearly admin fee pa †
No No max min min min min 1,000 Set-up: Nil Annual admin: £430 †
Dealing: £25 - £50 per trade dependent Property purchase: Initial set up £375 0.12% of net value †
† Minimum contribution: Minimum gross amount payable into Pension Portfolio £100 per month. Minimum transfer in value: £5K single/transfer £250K - £399,999 0.20%, £400K + 0.10%. At Choice and Flex Levels Portfolio value up to £29,999 - 0.40%, £30K - £249,999 0.35%, £250K - £
Dealing: £21 per transaction (max £315 pa). Fund supermarket switch charge 0.25% (max £820 pq) equities & other quoted investments, £12.50 per transaction
Property purchase: on instruction £455, on completion £335
† Annual Admin: £430 payable at outset and each subsequent anniversary. This charge is reduced by £105 if £50K or more is invested in AXA W 1/
Dealing: Nil No max min min min min
by % online application where advised Property purchase: From £670 by a financial adviser) Annual admin: £250
Other transaction charges: Additional fees apply for deposit accounts, unquoted shares, goldbullion, loans and UCIS
barnett-waddingham.co.uk/flexiblesipp † Investment options: Deposit Accounts - with other EEA authroised deposit takers/our chosen bank. Commerical Property - UK direct commerci All fees quoted are subject to VAT at the standard rate unless otherwise stated.
1/ No max £50 £50 £50 No min 1,000 Set-up: Nil Annual admin: £155
Dealing: Varies £1.50 - £40 † Property purchase: N/A
† Mininum Initial Contributions: £10K made up of £2K contibutions. Mininum Transfer In Value: £20K if income drawdown is required immediately. 18/
No No No No
Administrator: AJ Bell Management Ltd No max min min min min October 1997 0845 408 9100
No min/ £1K £1K No
Administrator: AJBell Management Ltd No max Provider: Bank of Scotland October 2002
No min min Not Set-up: £425 segmented Annual admin: £40 per month account) £35 per month) Not Set-up: £120 † Dealing: †
segmented Annual admin: £100 - £180 † Property purchase: £750 (Admin fee £100 per qtr)
Property sale: £400
Dealing: £30 (nil if held in nominee Property purchase: £750 (Admin fee Property sale: £400
† Annual Admin: Up to £29,999 - 0.60%, £30K to £49,999 - 0.55%, £50K to £99,999 - 0.50%, £100K to £249,999 - 0.45%, £250K plus 0.00%. 16/No
†
Administrator: Scottish Equitable Plc max November 2011
No £200 £2K † min
N/A Set-up: Nil Dealing: £15 per trade of co shares,
Annual admin: Up to £249,999 gilts or investment trusts, £10 ETFs - 0.3%, £250K plus 0.00%
Launch Date
Min/Max Minimum Contributions Transfer Segments Basic Charges Age nb Initial Addn’l Regular In Value Allowed
Administrator: Scottish Equitable Plc max
16/No £1 No £1 min
£250 N/A Set-up: Nil Annual admin: † Minimum Number of Investment Charges
Dealing: £15 per trade of co shares, gilts or investment trusts, £10 ETFs
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