PENSIONS Transfer in Charges
Payment of Benefits/ Transfer Out Charges
Cash transfer: £50 per transfer In specie: Time cost
Annuity purchase: From £180
Benefit calculation & payment of lump sum: £250, pension payment £120 pa Transfer out: From £250 Flexible drawdown: From £250, switching from Capped to Flexible £75
h a discretionary fund manager, fund supermarket or platform. Cash transfer: £125 (administration Annuity purchase: Time cost
only)
In specie: £125 (Time cost for commercial property)
Cash transfer: Nil In specie: Nil
Income payroll: £100 pa Transfer out: £125
Flexible drawdown: Registration/set-up £150
Annuity purchase: £150 (Nil if through Hargreaves Lansdown)
Benefit calculation: £75, payment alterations £10, ad hoc payments £25. Nil if money in SIPP bank a/c or fund paying renewal commission Transfer out: £25 cash, £25 per stock, £25 account closure Flexible drawdown: Registration/set-up £295
Cash transfer: Nil Annuity purchase: £150
In specie: £150 (£500 non standard Income set-up: From £145 investments)
Cash transfer: Nil
In specie: £150 (£500 non standard Income set-up: From £145 investments). £700 commercial property
Annuity purchase: £150 Transfer out: Nil
Flexible drawdown: Registration/set-up nil, closure £200
Cash transfer: Nil In specie: Nil
Cash transfer: Nil In specie: Nil
Cash transfer: Nil In specie: Nil
Annuity purchase: Nil
Income: £100 pa Transfer out: Nil Flexible drawdown: Nil (Income £100 pa)
Annuity purchase: Nil
Income: £100 pa Transfer out: Nil Flexible drawdown: Nil (Income £100 pa)
Annuity purchase: Nil
Income: £100 pa Transfer out: Nil Flexible drawdown: Nil (Income £100 pa)
Cash transfer: Nil In specie: Nil (£450 for property)
Cash transfer: £50 (Nil if transfer at set-up)
ch subsequent property - £150. Annuity purchase: £250
Benefit calculation: £150, + £150 pa Transfer out: £250 Flexible drawdown: £150
Annuity purchase: £150
Income drawdown: £150, £60 each additional tranche Transfer out: £150 Flexible drawdown: £500
Transfer out: Nil Flexible drawdown: Registration/set-up £10, closure £200
March 2015
69
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
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