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A CHOICE OF NEW SIPPS

Contributed by SIPP Specialists Limited
01 November, 2012


SIPP Specialists are pleased to advise you of some new SIPP structures which will cover many requirements.

ACORN LITE SIPP for Regulated Investments

  • Cash plus two regulated investments
  • Wide investment choice
  • Choice of bank accounts
  • Choice of wraps/platforms
  • Choice of DFM
  • Free upgrade to ‘full’ SIPP
  • No upper or lower fund size

FEES      
     SET UP FEE                       NIL
     TRANSFER IN                    NIL
     CONTRIBUTIONS              NIL
      ANNUAL FEE                     £275 PLUS VAT

INSIGHT SIPP for Sophisticated Investors

  • Wide choice of regulated investments
  • Choice of bank accounts
  • Up to three esoteric investments (including UCIS)
  • Commercial property option (fees on request)
  • Unquoted shares option (fees on request)

FEES
     SET UP FEE                        £200 Plus VAT (nil if from another SIPP)
     TRANSFER IN                     NIL
     CONTRIBUTIONS               NIL
     INVESTMENTS                   NIL
     ANNUAL FEE                      £500 Plus VAT

QROPS TRANSIT SIPP

  • For multiple UK funds QROPS transfers
  • UK SIPP collects funds
  • ONE QROPS transfer
  • Reduces workload for QROPS Provider
  • Reduces Adviser’s workload
  • Increases control of transfer

FEES
ONE OFF FEE       £175 plus VAT

Sometimes a client will want to take the Pension Commencement Lump Sum. In the UK

               ONE OFF FEE       £150 plus VAT

If you want to know more please contact us on consultants@sippspecialists.com


SippSpecialists Limited
Oaklands Business Park,
Hooton Road,
South Wirral Cheshire    CH66 7NZ

T: 0151 328 0594   F: 0151 328 0707
e-mail:          consultants@sippspecialists.com


SIPP Specialists Limited - Registered in England and Wales Registered No 4845017
Registered office: Montrose House, Clayhill Park Neston CH64 3RU
Tel: 0151 328 0594

Sipp Specialists is not regulated to give advice.  The information provided in this communication is based on our understanding of the current legislation governing pensions.




 


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