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Last updated 20th September 2011
Telephone: 0800 458 7897
Address: 2 Royal Crescent, Cheltenham, Gloucestershire, GL50 3DA
Go to mysipp website
Literature Key Features
Pensions in Property Guide
Permitted Investments Guide
Terms & Conditions
Charges
Charges are subject to VAT although shown excluding VAT
Initial/Set up fee None
Annual fee £495
Transfer in fee None
Transfer out fee £250
In-specie transfer in fee None
Income Drawdown Initial: None
Ongoing: None
Additional Income Drawdown fees None
Annuity purchase fee None
Payment of death benefits fee None
Other fees None
Management
Access: Direct or via IFA Both
Online capability
Details Valuations available online
Permitted Investments
Commercial property Yes
Unit trusts & OEICS Yes, all platforms allowed
External deposit accounts Yes, unrestricted access to all 'sippable' deposit accounts
Overseas listed stock and shares Yes, all stockbrokers allowed
UK listed stocks and shares Yes, all stockbrokers allowed
AIM shares Yes, all stockbrokers allowed
Gilts/corporate bonds Yes, all stockbrokers allowed
ETFs Yes, all stockbrokers allowed
Investment trusts Yes, all stockbrokers allowed
Discretionary management Yes, unrestricted access
National Savings & Investments Yes
Unlisted shares Yes
Structured products Yes
Trustee Investment Plans Yes
Insurance company funds Yes
Hedge funds Yes
Traded endowment plans Yes
Property purchase
Purchase fee 0.1% of the purchase price (minimum £500)
Sale fee 0.1% of the purchase price (minimum £500)
Annual property administration fee 0.05% of value (minimum £250 per year)
VAT registration fee None
VAT return fees None
Other fees
SIPP Bank Account
SIPP bank account provider Royal Bank of Scotland
Current interest rate 0.25% above base rate
Structure
Scheme trustees MYSIPP Trustees Ltd
Scheme administrator Attivo Financial Services Ltd
Minimum contributions
Regular payments None
Transfers/Single Premiums None
Min additional None
Company Information
Ownership Attivo Financial Services
Year established 2006
Funds under management £57 million
Number of SIPPs administered 650
Transfers
Accepts DB transfers? Yes, if IFA advised
Misc
Flexible Drawdown offered Yes
Notes
