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Prudential – Flexible Retirement Plan Sipp


Flexible Retirement Plan Sipp

Type: Deferred self-invested personal pension

Minimum investment: Lump sum £10,000

Investment choice: Choice of 800 funds through Cofunds, over 150 discretionary managers, stocks and shares, collective investments, commercial property and other permitted investments

Options: Regular contributions accepted from April 2007

Charges: Establishment fee £300, annualk £425 where investments held in Sipp bank account, additional costs for commercial property investments, overdraft facility £35, borrowing other than for property purchase £100 a year, £25 transaction charge for paper-based dealing, £75 for other paper-based dealing, £100 for unquoted investments, annual fund charges variable depending on fund chosen

Commission: Initial up to 20% of contribution, adviser fees negotiable with client

Tel: 0808 234 0808


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