Charges and fees

Charges and Fees for the SIPP Account

Our Account charges cover the basic ongoing cost to us of managing an Account for you, for example, maintaining records, custody of your investments, preparing information we send to you and making reports to the relevant parties.

Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested.

Before you choose a SIPP, make sure you understand its aims and risks. If you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice. We do not give advice.

A SIPP requires active management and investment expertise. You should make sure you review your investments regularly. You normally cannot take an income from your pension until age 55.

Charges may be subject to change in the future.

Important information

Please remember the value of your investments and any income from them can go down as well as up. The value of your fund may be less than you paid in.

Before initiating a transfer you should seek professional advice on the merits of the proposed transfer that is specific to your circumstances. Your existing pension may have valuable benefits which you might lose when you transfer.

Laws and tax rules may change in the future without notice. The information here is our understanding in January 2018. This information takes no account of your personal circumstances which may have an impact on tax treatment.