Self Invested Personal Pensions COMPANY
Telephone Number Website address
TALBOT & MUIR SIPP LLP (Elite Retirement Account) Provider: TM SIPP Services 2001
0115 841 5000
www.talbotmuir.co.uk TALBOT & MUIR SIPP LLP
(Flexible Retirement Account) Provider: TM SIPP Services 2001
0115 841 5000
www.talbotmuir.co.uk
TALBOT & MUIR SIPP LLP (Simple Retirement Account)
Provider: TM SIPP Services 2001
0115 841 5000
www.talbotmuir.co.uk
WENSLEY MACKAY
Provider:Wensley Mackay July 2002, 01900 828882
www.wensley-mackay.com
Simple Retirement Account is a low cost single asset SIPP whereby the client will have a bank account with Metro Bank and can ch 1/
No No No No No max min min min min WESTERBY TRUSTEE SERVICES LTD No min/ No No No
July 2001, 0116 326 0183
www.westerby.co.uk
XAFINITY (The Xafinity SIPP) Provider: Xafinity SIPP Services Ltd November 2007 01786 237013
www.xafinitysipp.com XAFINITY (SimplySIPP)
Provider: Xafinity SIPP Services Ltd October 2011 01786 237013
www.xafinitysipp.com
ZURICH INTERMEDIARY PLATFORM 18/ (Retirement Account)
December 2012 0500 546546
www.zurichintermediary.co.uk
No † No max min min min min No No
Provider:Westerby Trustee Services No max min min min min Limited
Not 1,000 Set-up: Nil Annual admin: £520 Set-up: £310 segmented Annual admin: £530 Dealing: Nil
Property purchase: Time cost, min £400
Property sale: £400 Dealing: Nil
Property purchase: £680 (Admin fee £200 pa per property) Property sale: £300
Also available: SOLO SIPP (low cost option) - Transfer in Value: Three transfers at scheme Set-Up at no cost (otherwise £75 per event fund manager from provider’s panel. Flexible drawdown: Registration/set-up £125, income payments £125 pa, additional fee of £265 if
No min/ No No No No No max min min min min 32,000 Set-up: Nil Dealing: Dependent on client nominated
Annual admin: Min £174, max provider (via Fundsdirect †) £570
£510 pa per property/lease) Property sale: £415
† Dealing: A proportion of each transaction fee subject to a maximum of £30 plus up to 0.15% pa of the value of unitised funds held an No min/ No No No
No max min min min min
32,000 Set-up: £150 (1 investment a/c + Dealing: Dependent on client nominated bank a/c. Additional investment provider a/cs, purchase or sale, £50) Annual admin: £250 (1 investment a/c, £299 2 investment a/cs)
Property purchase: N/A
SimplySIPP is a low-cost SIPP where up to two investment accounts can be held in addition to the default bank account. DFMs, platform No † No † No †
Not Set-up: Nil segmented Annual admin: † Dealing: † Property purchase: N/A
† Minimum contributions: There is no minimum investment on the platform, but it is not appropriate for those solely investing less than £75 pa charge taken quarterly. Dealing: Nil for mutual funds, Exchange-traded assets £10.50 per asset for trades up to £24,999.99, 0.0
All fees quoted are subject to VAT at the standard rate unless otherwise stated. other transactions from £30 Property purchase: £825 (Admin fee
† Cash Transfer: No charge if adviser deals with transfer requirements. No min/ No No No
No No max min min min min 1,000 Set-up: Nil Annual admin: £250 Dealing: Nil Property purchase: N/A No min/ No No No No No max min min min min 1,000 Set-up: £495
Annual admin: £460 (single asset), £560 (multi asset)
Launch Date
Min/Max Minimum Contributions Transfer Segments Basic Charges Age nb Initial Addn’l Regular In Value Allowed
No min/ No No No No No max min min min min 1,000 Set-up: £295
Annual admin: £420 (single asset), £470 (multi asset)
Minimum Number of Investment Charges
Dealing: £20 per trans, max £200 pa £10 per trans via nominees
Property purchase: £800 (Admin fee £290 pa per SIPP) Property sale: £350
Dealing: £20 per trans, max £200 pa £10 per trans via nominees
Property purchase: £800(Admin fee £285 pa per SIPP) Property sale: £350
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March 2015
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