Self Invested Personal Pensions COMPANY


Telephone Number Website address


PILLING & CO/ SIPP CENTRE Provider: Pilling & Co November 2002


0161 832 6581 www.pilling.co.uk


Launch Date


Min/Max Minimum Contributions Transfer Segments Basic Charges Age nb Initial Addn’l Regular In Value Allowed


1/ No max £1K £1K No min £1K Not Set-up: £120 segmented Annual admin: £100 - £180 †


POINTON YORK SIPP SOLUTIONS 1/ Provider: Curtis Banks Ltd Individual SIPP April 1990


01858 419300


www.pointonyork.co.uk POINTON YORK SIPP SOLUTIONS 1/


Provider: Curtis Banks Ltd


(e-SIPP) October 2010 01858 419300 www.pointonyork.co.uk


POINTON YORK SIPP SOLUTIONS 1/ Provider: Curtis Banks Ltd


(Single Investment SIPP) October 2010 01858 419300 www.pointonyork.co.uk


PRUDENTIAL†


Administrator: Suffolk Life Annuities Limited


August 2006 0808 234 0808


www.pruadviser.co.uk REDMAYNE-BENTLEY


0113 200 6560 www.redmayne.co.uk/sipps


REDSWAN PENSIONS Administrator: Redswan Ltd


January 2005 0845 890 1495 www.redswanpensions.co.uk


ROWANMOOR GROUP plc


Cash Transfer: First two transfers are free within three months of plan inception. No min/ No No No


No


Administrator: Rowanmoor Personal No max min min min min Pensions Ltd May 2009


08445 440 550 www.rowanmoor.co.uk


All fees quoted are subject to VAT at the standard rate unless otherwise stated. Any Set-up: £325 number Annual admin: £475


Dealing: Nil (if investment partner) Property purchase: £525 Property sale: £365


Income drawdown: The annual income withdrawal charge will be payable immediately funds are designated to provide drawdown, eve No min/ No No No


No No max min min min min N/A Set-up: £345 Annual admin: £395 Dealing: Nil Property purchase: £550


17/75 £10K £200 £100 pm/ £200 10,000 †Set-up: £300 £1.2K pa


Dealing: Switches free Annual admin: £425 † Property purchase: Time cost Also available: FundSIPP (low cost option) available through the Flexible Retirement Plan - Charges: £150 set-up fee, £200 annual admin fee. In


Protected Rights. Annual admin: Only applies if there is investment or funds held in the bank account. Dealing: Admin fee for transactions in and ou shares) £75.


1/


Administrator: AJ Bell Management Ltd No max June 2004


£1K No No No min min min N/A Set-up: Nil Annual admin: £100 - £180


Dealing: Standard dealing charges Property purchase: N/A


No No No No No max min min min min 1,000 Set-up: £250 Annual admin: £325


Dealing: Nil if nominee a/c. Investment transaction fee £50


No max £5K £1K £50 £5K 1,000 Set-up: Nil Annual admin: £150


† Annual admin: Fee taken quarterly, up to £25K - £25, £25K to £50K - £35, over £50K - £45. No No No


No No max min min min min 1,000 Set-up: £250 Annual admin: £560 Minimum Number of Investment Charges


Dealing: 1.65% first £10K, then 0.5% (minimum £10)


Property purchase: N/A


Dealing: Nil if nominee a/c. Investment transaction fee £50


Property purchase: from £1,000 (Admin fee £450 pa, property sale £500)


72


March 2015


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