SIPP Dealing account

Sippdealxtra

Sippdealxtra is a division of A J Bell Management Limited, part of the A J Bell Group. A J Bell Group is one of the largest SIPP administrators in the UK, renowned for an innovative, cost effective and transparent approach to pension provision. Clients of Selftrade can take advantage of Sippdealxtra’s great value SIPP administration service, this also giving access to a range of unique online retirement planning tools. There is also an online Cash Movement facility allowing you to control the transfer of cash funds between Sippdealxtra and Selftrade. You have access to the full range of investments available on Selftrade’s award winning dealing platform.

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 administration
charges
Establishment charge Nil
Transfer in of another approved pension scheme £60 per transfer
Quarterly administration charge
(payable in arrears)
Fund value Charge
Nil to £25,000 £20
£25,000 to £50,000 £30
£50,000 and above £40
Transaction charge - buy/sell investment Nil

All SIPP administration fees subject to VAT in addition. In addition to the above charges, you will pay any dealing investment charges to Selftrade.

A J Bell Management Limited is authorised and regulated by the Financial Services Authority.

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