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Reviews

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Charges

Initial/Set up fee
Annual fee
Transfer in fee
Transfer out fee
In-specie transfer in fee
Taking benefits
Annuity purchase fee
Payment of death benefits fee
Other fees

Management

Access: Direct or via IFA

Online capability

Details

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 fee
Sale fee
Annual property administration fee
VAT registration fee
VAT return fees
Other fees

SIPP Bank Account

SIPP bank account provider
Current interest rate

Structure

Scheme trustees
Scheme administrator

Minimum contributions

Regular payments
Transfers/Single Premiums
Min additional

Company Information

Ownership
Year established
Funds under management
Number of SIPPs administered
Defaqto rating

Transfers

Accepts benefits from defined benefit / final salary schemes?

Misc

Flexi Access Drawdownoffered
Scheme Pension offered
Notes

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info@investmentsense.co.uk

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Momentum Advanced SIPP

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