Last updated11th April 2014

Reviews

Read reviews for the EBS SIPP

Charges

Charges are subject to VAT although shown excluding VAT
Initial/Set up fee£0
Annual fee£550
Transfer in fee£125
Transfer out fee
In-specie transfer in fee
Income DrawdownInitial: £150

Ongoing: £100 per annum
Additional Income Drawdown feesEach subsequent mandatory review, £150

Flexible Drawdown, £150 set-up fee

Lifetime Allowance check at age 75, £150
Annuity purchase fee
Payment of death benefits feeTime costed, fees don't typically exceed £500
Other feesAdministration of a transfer to a non-UK pension scheme, time costed

Work in connection with divorce proceedings, time costed

Work in connection with unquoted shares

Management

Access: Direct or via IFABoth

Online capability

DetailsNone for the SIPP wrapper but various investments may have online dealing capabilities or view services.

Permitted Investments

Commercial property
Overseas property
Unit trusts & OEICS
External deposit accounts
Overseas listed stock and shares
UK listed stocks and shares
AIM shares
Gilts/corporate bonds
ETFs
Investment trusts
Discretionary management
National Savings & Investments
Unlisted shares
Structured products
Trustee Investment Plans
Insurance company funds
Hedge funds
Traded endowment plans
Intellectual property
Brands / Trademarks
Goodwill
Third party loans

Property purchase

Purchase feeTime costed
Sale feeTime costed
Annual property administration feeTime costed
VAT registration feeTime costed
VAT return feesTime costed
Other fees

SIPP Bank Account

SIPP bank account providerBank of Scotland
Current interest rate0.1% per annum

Structure

Scheme trusteesEBS Management PLC
Scheme administratorEBS Management PLC

Minimum contributions

Regular paymentsNo minimum
Transfers/Single PremiumsNo minimum
Min additionalNo minimum

Company Information

OwnershipWholly owned subsidiary of Charles Stanley PLC
Year established1970
Funds under managementNot disclosed
Number of SIPPs administered7,300
Defaqto ratingNone

Transfers

Accepts benefits from defined benefit / final salary schemes?Yes, if IFA advised

Misc

Flexible Drawdown offeredYes
Scheme Pension offeredNo
Notes

Need advice on your SIPP?

Contact our team of SIPP specialists today:

0115 933 8433

info@investmentsense.co.uk

Online enquiry form

EBS SIPP

EBS Management is owned by Charles Stanley PLC.

EBS Management was established in 1970, and administers over 7,000 SIPPs.

The EBS SIPP allows access to a wide range of investments including commercial property in the UK, third party deposit accounts, platforms, discretionary fund managers and directly held assets.

The mandated SIPP bank account is held with Bank of Scotland and pays an interest rate of 0.1% per annum.