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Axa Winterthur – The One From Winterthur

Axa Winterthur – The One From Winterthur

Type: Deferred Sipp

Minimum premium: None

Minimum term: None

Investment choice: Axa Winterthur funds only option – Axa retirement distribution fund, Winterthur elite fund of funds range, Architas passive managed multi-manager funds, Insynergy fund range, tailored selection fund range, self-investment option – all HMRC permitted investments for Sipps including commercial property

Options: Self-investment, unsecured personal pension, alternatively secured pension, portfolio rebalancing

Charges: Axa Winterthur funds only option – fund charges vary depending on fund but annual rebates are made up to 0.6% of amount invested, upgrade to self-invested option £395, transaction charges £20 each, self-invested option – annual £395 reduced to £300 where at least £50,000 is held in Axa Winterthur funds, upgrade charge from personal pension £265 reduced to £170 where at least £50,000 held in Winterthur pension funds, upgrade charge from Winterthur pension funds only option £395, income withdrawal charges through ASP or USP £180 a year, additional costs for fund supermarket funds, equity transactions, discretionary fund management and commercial property investment. charges for investment advice negotiable between adviser and client

Commission: Menu-based with choice of flexible adviser remuneration or initial commission

Contact: 0845 129 9993

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