SIPP Charges.

When choosing which account is right for you, please consider the fees that we charge for the overall management of the account. We’ve summarised the key charges in the tables below. If you’re looking for more detail read on for full charges or download our handy factsheet.

 

Dealing charges for all accounts
Online dealing commission £12.50 dealing commission per trade
Telephone dealing commission £25 dealing commission per trade
Foreign currency charges* 1.25% per trade (international trades only)

*Foreign currency conversions facilitate the settlement of international transactions. When buying or selling international securities, we adjust the exchange rate by 1.25% and keep the difference as our fee. Indicative exchange rates are provided prior to trading, and the rate applicable to the individual trade is confirmed on the trade confirmation once the deal has been completed.

Account administration charges
Share Dealing Account No opening or annual fee
Stocks and Shares ISA £12.50 per year
Quarterly SIPP admin charge £22.50 (SIPP value of £50,000 or less)
£45 (SIPP value of greater than £50,000)


Charges Factsheet

Our costs and charges PDF details all charges and includes more examples of what you might pay in certain situations including international investing and investing in funds.

View Costs and Charges (PDF)

AJ Bell Management Limited is the Scheme Administrator of the Halifax Share Dealing SIPP. AJ Bell Management Limited is registered in England No. 3948391. Registered Office: AJ Bell Management Limited, Building 4, Exchange Quay, Salford Quays, Manchester, M5 3EE. Authorised and regulated by the Financial Conduct Authority and on the FCA register under FCA registration number 211468. Sippdeal Trustees Limited is a wholly owned subsidiary of AJ Bell Management Limited, registered in England No. 4050222. Registered Office: AJ Bell Management Limited, Building 4, Exchange Quay, Salford Quays, Manchester, M5 3EE. Sippdeal Trustees Limited does not conduct any regulated activities, and is, therefore, not regulated.

Dealing and stock broking administration services are provided by Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.