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Hartley SAS – The Lifetime Sipp

Hartley SAS

The Lifetime Sipp

Type: Full Sipp

Minimum investment: Lump sum £50

Investment choice: Cash only option – cash deposits, cash plus option ¬ cash deposits plus investment funds with a single management group, complete option – full range of permitted investments including Oeics, unit trusts, investment trusts, shares, gilts, insurance company bonds and commercial property

Options: Cash only, cash plus, complete Sipp

Charges: Cash-only option – 1% administration fee subject to a £5 minimum. cash-plus option -1% administration fee, annual management charge £250, complete Sipp option – set up fee £350 but waived if moving from cash-only or cash-plus plans that have been held for six months, annual £450, transfers in £50, additional costs for property, set-up fee £95 and annual £95 once benefits are taken

Commission: Subject to negotiation

Tel: 0870 567 3319


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