These are charges you pay for the management of a SIPP account.
|Quarterly SIPP admin charge1
||£22.50 (SIPP value of £50,000 or less)
£45 (SIPP value of greater than £50,000)
|Transfer in of another registered pension scheme
||£60 per transferring plan (max £300.00)
|Transfer out to another registered pension scheme/annuity purchase
||£90 + £25 per investment (max £215.00)
|Transfer out to a Qualifying Recognised Overseas Pension Scheme (QROPS)
|Ad hoc statement or valuation on request
|Re-investment of dividends
||2%, maximum £12.50
Notes on SIPP Charges
1. Payable in arrears at the end of March, June, September and December (also applies when your SIPP is in drawdown). Charges are shared between AJ Bell Management Limited and Halifax Share Dealing. Full details can be found in the Key Features Document.
2. All prices include VAT where applicable.
3. All charges will be deducted from your SIPP.
The Self-Invested Personal Pension (SIPP) will pay interest as gross.
Please note that the interest rate payable on our Self-Invested Personal Pension (SIPP) follows the Bank of England Base Rate. We will amend our interest rate as soon as is practically possible following a change in the base rate - the current rates that are applicable are shown below.
||Interest Rate (Gross)
||Interest Rate (Net)
|£1 and above