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Ascentric – Ascentric Pension Account

Ascentric

Ascentric Pension Account

Type: Platform-based self-invested personal pension


Minimum investment: Subject to £5,000 minimum invested across Ascentric product 
range


Investment choice: All investment funds, exchange traded funds, bonds,
 listed shares and cash available through the Ascentric wrap that are
approved for Sipp investment by HM Revenue & Customs


Options: Unsecured pension, alternatively secured pension, phased retirement


Charges: Set up charge £150, annual administration charge £150, set up charge £75 for second arrangement for protected rights, annual administration charge £75 for second arrangement for protected rights, transfers in £50 each transaction subject to £200 maximum, transfers out £75, additional charges for unsecured pension and alternatively secured pension options, plus usual Ascentric wrap charges and fund manager charges


Special offer: Cost for transfers in waived


Offer period: Until October 30, 2009


Commission: Negotiable between adviser and client

Contact: www.ascentric.co.uk

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