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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 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 pa

Capped Drawdown up to age 75)

£150 p.a. in advance

After age 75)

£250 p.a. in advance

Regular payments of uncrystallised funds pension lump sum

£150 pa

One-off payment of uncrystallised funds pension lump sum

£75 per request

Ad-hoc income payment from existing drawdown funds

£25 per request

Designate additional funds to 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

5.  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.


 

How to open a SIPP

SIPP Charges at a Glance

Your SIPP Questions Answered

SIPP Brochure and Application Form

SIPP Application Form

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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.