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Xafinity – SimplySIPP

Xafinity – SimplySIPP

Type: Full self-invested personal pension

Minimum investment: No minimum

Minimum – maximum age: From birth to 74

Investment choice: Bank and building society accounts, insured policies, managed funds including investment trusts, unit trusts and Oeics or quoted/unquoted stocks and shares

Options:  Basic fund range, discretionary fund management, online fund supermarket through Fundsdirect, capped drawdown, flexible drawdown, death benefit lump sum, dependent pension, dependent income withdrawal

Charges: Establishment fee £250, annual fee £250,  transaction fee £100 for selling standard investments, closure of additional bank accounts and stockbroker/discretionary fund management accounts £100, establishment/amendment of income withdrawal payments and benefit settlement £120, one-off or non-standard/non-automated payments £53 each, automated payments £11 each, additional charges for access to specialist service providers Bank of Scotland and Fundsdirect, fund charges dependent on funds selected

Commission: Agreed between adviser and client

Tel: 01786 434 213

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