Self Invested Personal Pensions COMPANY
Telephone Number Website address
JAMES HAY PARTNERSHIP (Modular iSIPP)
Administrator: James Hay Admin Co December 2012, 0845 850 4455
www.jameshay.co.uk
KILLIK & CO Provider: Bank of Scotland
Administrator: Killik & Co May 2005
020 7337 0777
www.killik.com
LV=
Administrator: NM pensions Trustees Ltd 2009
0800 783 7533
www.lv.com/adviser
Other transaction: Switch or surrender per transaction £50, in specie contribution fee per line of stock £100, repayment of excess con banks or institutions 25 basis points, pro rata, per annum.
No min/ £10K† £1K £250 pm £10K 1,000 No max
Set-up: Nil Dealing: Switches free
Annual admin: First £75K - 0.55%, Property purchase: £1,334 inc VAT next £275K - 0.35%, next £650K - 0.2%, over £1m - 0.1% †
Investment Options: funds held on the FundsNetwork site and Cofunds platform. Discretionary Managers: Panel of six discretionary managers availab charge covers such services as fee collection, administration of income payments, valuations, investment switches, HMRC reporting and PAYE (whe £20,000 or 0.30% if investing funds through Cofunds with a minimum contribution or transfer of £10,000. T&Cs apply.
LIBERTY (The Liberty Option SIPP) No min/ No No No Administrator: Liberty SIPP Ltd
November 2013, 0161 763 7070
www.libertysipp.com
LONDON & COLONIAL (Full and Platform SIPP)
Provider: London & Colonial Ass’ce 1998
0870 756 6696
www.londoncolonial.com
MATTIOLI WOODS
Provider: Bank of Scotland Provider: Mattioli Woods Plc
1996, 0116 240 8700
www.mattioli-woods.com
M C TRUSTEES Provider: MC Trustees May 1995, 01675 444600
www.mctrustees.co.uk MICHAEL J FIELD CONSULTING
ACTUARIES
Provider: MJF Pension Trustees Ltd 1998
0161 834 3297
www.michaeljfield.com
OLD MUTUAL WEALTH
† No standard fees - initial and annual fees depend on expected work in setting up and running scheme. All fees quoted in advance before a 1/75 No
£1K
age for ) transfers)
single No No
Administrator: A J Bell Management Ltd (No max min top-up min min January 2005 023 8033 4411
www.oldmutualwealth.co.uk Not Set-up: £150
segmented Annual admin: Basic fee of £180 †
Dealing: Nil † Property purchase: £750 †
Other transactions, VAT registration - £120. VAT quarterly returns £180. Telegraphic Transfer £25
† Additional £200 applies if investments outside Skandia Pension Trustee Bond, Skandia Collective Investment Account and/or cash are Administration £120 pa. Dealing: Unit trust/OEIC re-registration £50 per investment holding. Deed of assignment of Insurance policy £22
All fees quoted are subject to VAT at the standard rate unless otherwise stated. = Company has own plan which must have a percentage of th 1/ No No No No No max min min min min
No min/ No No No No max min min min
£50K 10,000 Set-up: £250 Annual admin: £635 Dealing: Nil
Property purchase: £635 (£955 with loan)
Unlimited Set-up: †Dealing: † Annual admin: †
1/ No No No No No max min min min min N/A Set-up: £895
Annual admin: £559 plus time cost
Dealing: Time cost Property purchase: Time cost 1/ No No No No No max min min min min 1,000 Set-up: from £100 Annual admin: from £199 Dealing: from £30
Property purchase: £550 (includes in-specie) + £100 per lease + £250 per new mortgage
No No max min min min min 1000
Set-up: Nil online, £100 paper Annual admin: £150
Transaction charges: £25 pa Property purchase: £450, £400 pa Launch Date
Min/Max Minimum Contributions Transfer Segments Basic Charges Age nb Initial Addn’l Regular In Value Allowed
Minimum Number of Investment Charges
18/
No No No
No No max min min min min
Charges are VAT free. 1/
1000
Set-up: Nil (£100 for paper format) Dealing: £50 Invest Mgr A/c set up. Annual admin: £195 (Nil if min Platform chgs 0.18% first £500K, balance £195K in qualifying investments). £50 per chosen module
No No No No No max min min min min N/A Set-up: Nil Annual admin: Nil
0.15% next £500K, 0.05% over £1m Property purchase: £600 (£800 with- out panel solicitor)
Dealing: Standard dealing charges Property purchase: £1,900
70
March 2015
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