SIPP Charges

Schedule of Fees

All fees are payable annually in advance in year one. Fees will be taken quarterly in advance thereafter.

Set up: Nil
Annual administration: £120 + Vat per annum
Transfer in: £50 + Vat per pension transfer (maximum of £300 + Vat per SIPP)
Benefits Crystallisation Event: £150 + Vat
Pension Review: £150 + Vat
Income Withdrawal: £125 + Vat pa up to the age of 75
£200 + Vat pa after the age of 75
Annuity Purchase : £75 + Vat
Transfer Out: £300 + Vat

All fees are subject to the addition of VAT at the prevailing rate and are subject to annual review

See details of our trading charges

Interactive Investor Trading Limited is authorised and regulated by the Financial Services Authority and is a member of the London Stock Exchange. Registered office: Standon House, 21 Mansell Street, London, E1 8AA. Registered in England with Company Registration Number 3699618.

The Lifetime SIPP Company LTD is Authorised and Regulated by the Financial Services Authority. Registered Address: Blandford House, 77 Shrivenham Hundred Business Park, Majors Road, Watchfield, Swindon. SN6 8TY. Registered Company Number 2455807

September 2011