SIPP Dealing account

EPML

European Pensions Management Ltd (EPML), provides an HM Revenue & Customs (Inland Revenue) approved SIPP Scheme and acts as SIPP Scheme Trustee and Administrator. Clients of Selftrade can take advantage of their services at the following competitive rates and there are no additional SIPP administration charges for recording investment transactions in the Selftrade SIPP dealing account:

Please bear in mind that:
  • The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If now or in the future, you have the option of joining an employer's occupational or contributing pension scheme you should consider joining or making contributions to it.  Once in a pension your money is only accessible, in general, from age 55.

Details

SIPP Name Description Annual Charge
EPM Starter SIPP

Accepts contributions of up to £3,600 gross per annum. Maximum fund value is £15,000 when the EPM Starter SIPP is automatically upgraded to the EPM Global Investment SIPP.

Investment choice open to all tradable assets available on the Selftrade SIPP Dealing Account.

£75 + VAT per annum from first anniversary
EPM Funds SIPP Accepts contributions and pension transfers.

Investment choice restricted to Unit Trusts and OEICs traded on the Selftrade SIPP Dealing Account which pay a trail commission. 		No annual charge, EPM shares investment trail commission with Selftrade
EPM Global Investment SIPP Accepts contributions and pension transfers.

Investment choice open to all tradable assets available on the Selftrade SIPP Dealing Account.

£170 + VAT per annum after first anniversary
EPM SIPP Tideway DFM services Accepts contributions and pension transfers and compatible with IFA servicing.

Investment choice open to all tradable assets available on the Selftrade SIPP Dealing Account.

SIPP offered in conjuction with Tideway Investment Partners who provide a Discretionary Fund Management service to the SIPP member. Please contact Tideway on 020 3178 5982 for more information.

£200 + VAT per annum after first anniversary
EPM SIPP4Kids Accepts contributions and pension transfers.

Investment choice open to all tradable assets available on the Selftrade SIPP Dealing Account.		 £ 50 + VAT
  • A Family Group discount of 25% off the Annual Charge is available when three or more family members have an active SIPP with EPM.

Please refer to the EPM SIPP Supplementary Charges Schedule for a list of all charges that may apply.

More details

Email: selftrade@epml.co.uk or visit the EPML website.

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