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SIPP Commissions & Charges at a Glance

1. Dealing commission per deal, UK Equities, Preference Shares, Convertibles, Investment Trusts, Overseas Transactions, UK Gilts, Debentures, Loan Stocks and Unit Trusts/OEICS

Minimum

£10

1.65% on the first

£10,000

0.50% on the next

£90,000

0.40% on the excess over

£100,000

For UK purchases add 0.5% Stamp Duty. Although most overseas transactions can be accommodated within these rates, please enquire at time of dealing as additional charges may be applicable.
2. Bed & SIPP Charges

Sales are free, purchases are at normal rates. The minimum is £10. For sales of a different security to that repurchased we make a flat £10 charge.

3. Dividend Reinvestment Plan (DRIP Scheme)

0.5% (no minimum) plus UK purchases add 0.5% Stamp Duty

4. SIPP Administration

Charges levied by AJ Bell Investcentre all are plus VAT

Set up fee

£120

Annual fee up to £25,000 £120
£25,000 to £50,000 £160
over £50,000 £200
Transfer in £60 per scheme, maximum £300
Transfer out £75 per scheme
Flexi-access Drawdown £150 p.a.
Capped Drawdown up to age 75) £150 p.a. in advance
After age 75) £250 p.a. in advance
Regular payments of uncrystallised funds lump sum £150 p.a
One-off payment of uncrystallised funds pension lump sum request £75 per request
Ad-hoc income payment from existing drawdown funds £25 per request
Designate additional funds drawdown £75
Convert from capped to flexi-access drawdown £75
Account closure (when funds are depleted via withdrawal) £250
Annuity Purchase, re-calculation of income £75
Charges levied by Pilling & Co

Transfer out

£24 per security
Probate/Certified Valuations £10 plus VAT per stock (min £30)
Returned cheques £20 plus VAT
Safe Custody of Foreign Stocks £tba enquire at time of deal

 

Custody Fee

0.5% per annum charged six monthly in arrears on the total value of ALL your accounts with Pilling & Co. The fee has a minimum of £40 and a maximum of £140. In other words, any value over £28,000 is free so you may wish to consolidate your investments from other managers.

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Authorised and Regulated by the Financial Conduct Authority No. 
652114
REGISTERED IN ENGLAND AND WALES No: 9220456

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Important Notice: The value of investments can fall and you may get back less than you invested. Past performance is not a reliable indicator of future returns. There is no guarantee that the tax efficient nature of any investment product mentioned within this website will remain. Investments may not be suitable for everybody and potential investors are recommended to seek independent advice before investing.