Self Invested Personal Pensions COMPANY
Telephone Number Website address
ROYAL LONDON
Administrator: Royal London Mutual Insurance Society Ltd December 2006 0845 600 7477
www.royallondon.com Launch Date
Min/Max Minimum Contributions Transfer Segments Basic Charges Age nb Initial Addn’l Regular In Value Allowed
1/75
£2.5K † No £100 pm † £2.5K † Not min £1.2K pa
Set-up: Nil
segmented Annual admin: £355 online, £655 full investments
Minimum Number of Investment Charges
Dealing: £20 per trade, exit chgs £15 per line of stock, annual chg £20. Funds not available online: £33 - £185. TIP (where criteria met) £65, annual fee £65. Other TIP £125, annual fee £110. Corp actions: £15.
Property purchase: on instruction £515, on completion £375 plus £195 if mortgage arranged
SANLAM INVESTMENTS & PENSIONS (OneSIPP)
Administrator: Sanlam Investments
& Pensions December 2007 0117 975 2355
www.sanlam.co.uk
SCOTTISH WIDOWS (Retirement Account)
Administrator: Scottish Widows March 2007
0131 655 6000
www.scottishwidows.co.uk SIT SAVINGS LTD
Aug 2007 0800 42 44 22
www.sit.co.uk
STANDARD LIFE
Provider: Standard Life December 2004 0845 0845 000
www.standardlife.com
† Max age nb: There is no age restriction on opening SIPP, however contributions are only accepted up to the age of 75 years. Dealing: No min/ £10K No £300 pm/ £10K Not
Set-up: £0 - £353 †Dealing: £11 † 75
SP/TV min £3K pa or
or
£300 pm/
£3K pa regular
SUFFOLK LIFE (MasterSIPP)
www.suffolklife.co.uk SUFFOLK LIFE (SmartSIPP)
0870 414 7000
www.suffolklife.co.uk
SUFFOLK LIFE (SimSIPP)
0870 414 7000
www.suffolklife.co.uk
All fees quoted are subject to VAT at the standard rate unless otherwise stated. = Company has own plan which must have a percentage of the No min/ No No No No
Administrator: Suffolk Life Pensions Ltd No max min min min min June 2010
1,000 Set-up: Nil Annual admin: £255 Dealing: Nil Property purchase: N/A No min/ No No No No
Administrator: Suffolk Life Pensions Ltd No max min min min min June 2011
1,000
Set-up: Nil online, £100 paper Annual admin: £255
£100 pm/ £1K pa if fund size >£50K
No min/ No No No No
Administrator: Suffolk Life Pensions Ltd No max min min min min October 2007 0870 414 7000
segmented Annual admin: £0 - £485† SIPPZone admin chge: up to £100K - 0.6%, £100K to £249,999 - 0.55%, £250K to
Other transactions vary, depending on investment option
Discretionary Investment Mgr chg: £303 Property purchase: £757 set up -
£499,999 - 0.45%, £500K+ other charges may apply 0.4%
† Set-up/Annual admin - Customers investing 100% of their SIPP with Standard Life Wealth will not pay Initial Administration, Annual Ad FundsNetwork fund supermarket. All transactions on insured range and SIPPZone are free of charge. VAT is not currently applied to the
1,000 Set-up: £300 Annual admin: £515
Dealing: £0 - £75 depending on transaction type
Property purchase: £1,450 with panel solicitor, otherwise time cost (estimate
£1,700 - £1,900) Purchase fee VAT exempt. (Admin fee £100 pa per property)
Dealing: £25 - £75 off platform Property purchase: N/A
1/ Administrator: A J Bell Management Ltd No max† £1K £1K No min No min Not Set-up: Nil segmented Annual admin: £75 - £150
† Minimum Initial Contributions: No minimum if regular premium in force. Minimum Transfer In Value: No minimum transfer in value if contract is for regular premium No min/ £1K † £1K £100 pm £1K N/A
Set-up: £370 No max £1K pa
Annual admin: 0.25% (minimum DFM, otherwise £37 per transaction £40 per month) †
Dealing: £325 pa when using a listed Property purchase: †
† Minimum contributions: £25K for self-investment facility. Annual admin: The minimum annual charge is reduced from £480 to £192 w insurance administration £160 p.a, initial VAT registration £160, annual property charge without managing agent £160 per quarter, with
1/99 † £2K †† Not Set-up: Nil
segmented Annual admin: 0.1% - 0.7% dependent on fund value †
Dealing: Nil
Property purchase: 0.1% - 1.25% AMC dependent on value, lease renewal £250
Property sale: £750.
† Minimum Contributions/Transfer Value: £10K lump sum (£2K if a regular premium of £200pm/£2,400pa is paid at the same time) or regular contrib £20K up to £30K - 0.45%, £30K up to £50K - 0.3%, £50K up to £300K - 0.28%, £300K up to £500K - 0.27%, £500K up to £750K - 0.25%, £750K up
Dealing: † Property purchase: N/A
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March 2015
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