Last updated11th March 2013
0161 763 7070

Liberty SIPP, The Exchange, Bank Street, Bury, BL9 0DN

www.libertypensions.com

Reviews

Read reviews for the Liberty ICON SIPP

Links

Visit Liberty's website
Guest blogs & newsNew low cost SIPP launched by Liberty (18th Oct 2012)

In the Spotlight: Liberty (25th June 2012)
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Terms & Conditions
Other ways to stay in touch with Liberty

Charges

Charges are subject to VAT although shown excluding VAT
Initial/Set up feeNone
Annual fee£95
Transfer in feeNone, unless if transfer is made from an Occupational Pension Scheme when a fee of £25 will be charged
Transfer out feeNone
In-specie transfer in feeNone
Income DrawdownInitial: None

Ongoing: None
Additional Income Drawdown feesNone
Annuity purchase fee£50
Payment of death benefits fee£100
Other feesSIPP closure fee under Flexible Drawdown, £100

Management

Access: Direct or via IFAVia IFA only

Online capability

DetailsFull online capability

Permitted Investments

Commercial property
Overseas property
Unit trusts & OEICSVia the James Brearley ICON Dealing platform only
External deposit accountsVia the James Brearley ICON Dealing platform only. Only fixed or term accounts allowed, instant access accounts not allowed
Overseas listed stock and sharesVia the James Brearley ICON Dealing platform only
UK listed stocks and sharesVia the James Brearley ICON Dealing platform only
AIM sharesVia the James Brearley ICON Dealing platform only
Gilts/corporate bondsVia the James Brearley ICON Dealing platform only
ETFsVia the James Brearley ICON Dealing platform only
Investment trustsVia the James Brearley ICON Dealing platform only
Discretionary managementOnly available via James Brearley only
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 feeN/A
Sale feeN/A
Annual property administration feeN/A
VAT registration feeN/A
VAT return feesN/A
Other feesN/A

SIPP Bank Account

SIPP bank account providerRoyal Bank of Scotland
Current interest rate0.75%

Structure

Scheme trusteesLiberty Trustees Ltd
Scheme administratorLiberty SIPP Ltd

Minimum contributions

Regular paymentsNo minimum
Transfers/Single PremiumsNo minimum
Min additionalNo minimum

Company Information

OwnershipPrivately owned
Year established2007
Funds under managementApproximately £150 million
Number of SIPPs administeredApproximately 2,000
Defaqto ratingNot rated

Transfers

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

Misc

Flexible Drawdown offeredYes
Scheme Pension offeredNo
Notes

Liberty ICON SIPP

Need advice on your SIPP?

SIPP Advice

Contact our team of SIPP specialists today:

0115 933 8433

info@investmentsense.co.uk

Online enquiry form

Liberty SIPP was founded in 2007 to provide Self Invested Personal Pensions (SIPPs) and currently manage around 2,000 SIPPs.

Liberty offer three SIPPs, namely the Liberty Full SIPP the Liberty One SIPP and the Liberty ICON SIPP.

The Liberty ICON SIPP allows investment into a wide range of assets. However, to keep costs down assets can only be held on the James Brearley platform. The ICON SIPP is ideal for investors looking for a low cost SIPP solution and the simplicity of holding assets on a single platform. For investors wanting to hold a wider range of assets, or use an alternative platform, the Liberty One SIPP and the Liberty Full SIPP are available.

The mandated SIPP account is held with Royal Bank of Scotland and pays a competitive 0.25% above Bank Base Rate, with all the interest due being paid back to the account.

The Liberty ICON SIPP has no minimum contribution levels and can only be accessed via an IFA (Independent Financial Adviser).