Pointon York - Single Investment Sipp
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Pointon York - Single Investment Sipp
Type: Full Sipp
Minimum investment: No minimum
Minimum - maximum age: From birth to 74
Investment choice: One type of investment from range of four comprising deposit accounts with banks or building societies, unit trusts, Oeics and investment trusts, UK and international stocks and shares, or structured products, option to invest in portfolio managed by discretionary fund manager, fund supermarket or platform
Options: Unsecured pension/income drawdown, alternatively secured pension
Charges: Establishment charge £195, annual £300, cash transfers in £65, in specie transfers in £130, transfers out basic fee £200 plus additional charges for each asset, transfers out overseas pension schemes from £300, additional charges for changes to contributions, contributions outside the regular contribution arrangements and in specie contributions, standard investment transactions £30 each, establishment of income drawdown £225, establishment of ASP £225, review of income drawdown £165, annual review of ASP £165 additional charges for income payment, annuity purchase and services such as client review meetings. All fees subject to VAT
Commission: Agreed between adviser and client
Contact: www.sippsolutions.com
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