Last updated11th April 2014

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Read reviews for the Stadia Essential SIPP

Charges

Charges are subject to VAT although shown excluding VAT
Initial/Set up feeNone
Annual feeDependent on type of investments required

Option 1: £275, permits the plan to hold one single FSA regulated investment but excludes land and property

Option 2: £330, permits the plan to hold one single non FSA regulated investment

Option 3: £550 which permits two or more FSA regulated investments or one or more unregulated investments to be held within the SIPP, but excludes land and property

Option 3: £1,100 commercial land and commercial property (year one), £825 (year two)
Transfer in feeNone
Transfer out feeNone
In-specie transfer in feeNone
Income DrawdownInitial: £165

Ongoing: £165
Additional Income Drawdown feesNone
Annuity purchase feeNone
Payment of death benefits feeNone
Other feesMember Investment Assessment charge, for direct applications, £275

Management

Access: Direct or via IFABoth

Online capability

DetailsLimited to downloading application forms

Permitted Investments

Commercial property
Overseas propertyConsidered on a case by case basis
Unit trusts & OEICSAll platforms allowed
External deposit accountsUnrestricted access to all 'sippable' deposit accounts
Overseas listed stock and sharesAll stockbrokers allowed
UK listed stocks and sharesAll stockbrokers allowed
AIM sharesAll stockbrokers allowed
Gilts/corporate bondsAll stockbrokers allowed
ETFsAll stockbrokers allowed
Investment trustsAll stockbrokers allowed
Discretionary managementUnrestricted access
National Savings & Investments
Unlisted shares
Structured products
Trustee Investment Plans
Insurance company funds
Hedge funds
Traded endowment plans
Intellectual propertyConsidered on a case by case basis
Brands / TrademarksConsidered on a case by case basis
GoodwillConsidered on a case by case basis
Third party loansConsidered on a case by case basis, subject to a maximum percentage of the fund to be agreed with Stadia and on a secured basis

Property purchase

Purchase feeNone
Sale feeNone
Annual property administration feeIncluded in the annual SIPP fee of £1,100 for the first year, dropping to £825 per year thereafter
VAT registration feeNone
VAT return fees£110 per quarter
Other feesNone

SIPP Bank Account

SIPP bank account providerBarclays Bank
Current interest rate0.5%

Structure

Scheme trusteesStadia Trustees Ltd
Scheme administratorStadia Trustees Ltd

Minimum contributions

Regular paymentsNone
Transfers/Single Premiums£15,000 minimum required to establish the SIPP
Min additionalNone

Company Information

OwnershipPrivately owned
Year established2006
Funds under managementNot disclosed
Number of SIPPs administeredNot disclosed
Defaqto ratingNot rated

Transfers

Accepts benefits from defined benefit / final salary schemes?
Yes, direct or 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

Stadia Essential SIPP

Stadia are privately owned and was established in 2006.

Stadia provide SIPPs (Self-Invested Personal Pensions) and SSAS (Small Self-Administered Schemes).

The Stadia Essential SIPP is available direct and via Independent Financial Advisers (IFAs), whilst there is no minimum regular contribution a lump sum or transfer of at least £15,000 is needed to start the SIPP.

The Stadia Essential SIPP is flexible and allows a wide range of assets to be held, with very few exceptions.

The mandated SIPP bank account is held with Barclays and currently pays an interest rate of 0.5% per year.