PENSIONS Transfer in Charges
Payment of Benefits/ Transfer Out Charges
Cash transfer: Nil In specie: Nil
Annuity purchase: Nil
Income: Set up Nil, £75 pa when income taken Transfer out: Nil Flexible drawdown: Set up Nil, £75 pa when income taken
Cash transfer: Nil In specie: Nil
Annuity purchase: Nil
Income: Set up Nil, £75 pa when income taken Transfer out: Nil Flexible drawdown: Set up Nil, £75 pa when income taken
Cash transfer: £75
In specie: £250, re-reg of UT/OEIC £50 per hldg, invest a/c £225, assign ins pol £225 per deed &
Annuity purchase: £75
Income set-up: £150, admin fee £15 per month, Transfer out: £75 cash, in specie as transfer in chg. Flexible drawdown: Registration/set-up £75, closing
property trfrs as per standard fees through flexible drawdown £75 Cash transfer: £60
Annuity purchase: £75
In specie: £60 (Assets transferred Income set-up: £150 (to age 75) £250 (from 75) to Funds & Shares Service or Investment Partners)
Transfer out: Cash £75, QROPS £425, In-specie
£225 of inv act & assignment of ins policy. Property transfers out as standard sale Flexible drawdown: Registration/set-up £75, Closure £75
quarterly: up to £25K - £25, £25K to £50K - £35, over £50K - £45, fee waived if £200K or more invested using Funds & Shares Service. Dealing: Annual custody charge (Fund and
hing: Using bulk dealing service £1.50, online £3.95, telephone £29.95, paper form required £50. Annual custody and dealing/switching charges are VAT exempt. Cash transfer: £50
Annuity purchase: £150 In specie: £50
Income set-up: £200 first set-up, then £75, income recalculation £100 Transfer out: £150 Flexible drawdown: Registration/set-up £250, draw- down annual fee £75
nline purchase/sale £12.50 per transaction, a client’s account will be credited with two free online deals per annum saving up to £25. An online monthly dealing facility will now be Cash transfer: Nil (Shares £10 per Annuity purchase: Nil In specie: Nil
item) Income set-up: Nil
Transfer out: Nil (Fund managers may apply a charge) Flexible drawdown: Nil
(£37.5K post retirement) and reduced to £1K if accompanied by regular contribution. Annual Admin charge: At Core level Portfolio value up to £29,999 - 0.35%, £30K - £249,999 0.30%, £399,999 0.25%, £400K + 0.15%. Property Purchase Charge: Suffolk Life will make additional charges, and for details of these please see
www.aviva-for-advisers.co.uk.
Cash transfer: Nil In specie: Nil
Annuity purchase: Nil
Pension drawdown: £195 pa payable on first tranche only, at outset and subsequent anniversaries. No charge for subsequent tranches Transfer out: Nil Flexible drawdown: £240 pa regardless of number of arrangements
Wealth funds. VAT is not currently applied to the charges shown. Cash transfer: Nil
In specie: Time cost
Annuity purchase: From £210 Income set-up: £200
Transfer out: Cash - £200, all others - time cost Flexible drawdown: £250
ial property. Future & Options - where the liability under the contract cannot exceed the amount invested in that contract.
†† †
March 2015
65
UK Shares/AIM Unquoted Shares Gilts/Bonds Deposit Accounts Commercial Property Convertible Securities Futures & Options Investment Trusts Unit Trusts/OEICs Insurance Cos Funds Warrants
PIBs TEPs
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44 |
Page 45 |
Page 46 |
Page 47 |
Page 48 |
Page 49 |
Page 50 |
Page 51 |
Page 52 |
Page 53 |
Page 54 |
Page 55 |
Page 56 |
Page 57 |
Page 58 |
Page 59 |
Page 60 |
Page 61 |
Page 62 |
Page 63 |
Page 64 |
Page 65 |
Page 66 |
Page 67 |
Page 68 |
Page 69 |
Page 70 |
Page 71 |
Page 72 |
Page 73 |
Page 74 |
Page 75 |
Page 76 |
Page 77 |
Page 78 |
Page 79 |
Page 80 |
Page 81 |
Page 82 |
Page 83 |
Page 84 |
Page 85 |
Page 86 |
Page 87 |
Page 88 |
Page 89 |
Page 90 |
Page 91 |
Page 92 |
Page 93 |
Page 94 |
Page 95 |
Page 96 |
Page 97 |
Page 98 |
Page 99 |
Page 100 |
Page 101 |
Page 102 |
Page 103 |
Page 104 |
Page 105 |
Page 106 |
Page 107 |
Page 108 |
Page 109 |
Page 110 |
Page 111 |
Page 112 |
Page 113 |
Page 114 |
Page 115 |
Page 116 |
Page 117 |
Page 118 |
Page 119 |
Page 120 |
Page 121 |
Page 122 |
Page 123 |
Page 124 |
Page 125 |
Page 126 |
Page 127 |
Page 128 |
Page 129 |
Page 130 |
Page 131 |
Page 132 |
Page 133 |
Page 134 |
Page 135 |
Page 136 |
Page 137 |
Page 138 |
Page 139 |
Page 140 |
Page 141 |
Page 142 |
Page 143 |
Page 144 |
Page 145 |
Page 146 |
Page 147 |
Page 148 |
Page 149 |
Page 150 |
Page 151 |
Page 152 |
Page 153 |
Page 154 |
Page 155 |
Page 156 |
Page 157 |
Page 158 |
Page 159 |
Page 160 |
Page 161 |
Page 162 |
Page 163 |
Page 164 |
Page 165 |
Page 166 |
Page 167 |
Page 168 |
Page 169 |
Page 170 |
Page 171 |
Page 172 |
Page 173 |
Page 174 |
Page 175 |
Page 176 |
Page 177 |
Page 178 |
Page 179 |
Page 180 |
Page 181 |
Page 182 |
Page 183 |
Page 184 |
Page 185 |
Page 186 |
Page 187 |
Page 188 |
Page 189 |
Page 190 |
Page 191 |
Page 192 |
Page 193 |
Page 194 |
Page 195 |
Page 196