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Last updated 23rd December 2011
Charges
Charges are subject to VAT although shown excluding VAT
Telephone: 01858 419 371
Address: Pointon York House, Welland Business Park, Valley Way Market Harborough, LE16 7PS
Go to Pointon York website
Literature Download Application Pack including Key Features, Fee Schedule, Important Information, Terms & Conditions and Application Form
Other ways to stay in touch with Pointon York 
Initial/Set up fee None
Annual fee £150
Transfer in fee None
Transfer out fee None
In-specie transfer in fee Not allowable
Income Drawdown Initial: £225
Ongoing: £195, not charged if income is not taken
Additional Income Drawdown fees Mandatory Income Drawdown reviews £165
Annuity purchase fee £175
Payment of death benefits fee From £300
Other fees Single contributions, £45
Set-up of regular contributions, £45
Management
Access: Direct or via IFA Via IFA only
Online capability
Details Online SIPP and investment application, SIPP valuation, bespoke illustrations and ewsletters via secure portal
Permitted Investments
Commercial property No
Unit trusts & OEICS Yes, via Praemium, True Potential and Collins Stewart
External deposit accounts Yes, if allowable by Praemium, True Potential and Collins Stewart
Overseas listed stock and shares Yes, via Praemium, True Potential and Collins Stewart
UK listed stocks and shares Yes, via Praemium, True Potential and Collins Stewart
AIM shares Yes, via Praemium, True Potential and Collins Stewart
Gilts/corporate bonds Yes
ETFs Yes, via Praemium, True Potential and Collins Stewart
Investment trusts Yes, via Praemium, True Potential and Collins Stewart
Discretionary management Yes, unrestricted access
National Savings & Investments Yes, if allowable by Praemium, True Potential and Collins Stewart
Unlisted shares No
Structured products Yes, via Praemium, True Potential and Collins Stewart
Trustee Investment Plans Yes, via Praemium, True Potential and Collins Stewart
Insurance company funds Yes, via Praemium, True Potential and Collins Stewart
Hedge funds Yes, via Praemium, True Potential and Collins Stewart
Traded endowment plans No
Property purchase
No
Purchase fee N/A
Sale fee N/A
Annual property administration fee N/A
VAT registration fee N/A
VAT return fees N/A
Other fees N/A
SIPP Bank Account
SIPP bank account provider Pensions Bank Limited
Current interest rate 0.01%
Structure
Scheme trustees Crescent Trustees Limited
Scheme administrator Pointon York SIPP Solutions
Minimum contributions
Regular payments £50 per month
Transfers/Single Premiums Minimum transfer / contribution to start the scheme is £5,000 if using the Praemium platform. No minimum if not using the Praemium platform.
Min additional £1,000 minimum additional single contribution
Company Information
Ownership Independently owned
Year established 1971
Funds under management £840 million
Number of SIPPs administered
Transfers
Accepts benefits from defined benefit / final salary schemes? Yes, if IFA advised
Misc
Flexible Drawdown offered Yes
Notes
