Last updated23 January 2020


Charges are subject to VAT although shown excluding VAT
Initial/Set up fee£250
Annual fee£395
Transfer in feeNone
Transfer out fee£250
In-specie transfer in feeTime costed, £500 for property
Income DrawdownInitial: £100

Ongoing: £100
Additional Income Drawdown feesMandatory review, £100
Annuity purchase fee£250
Payment of death benefits fee£250
Other fees


Access: Direct or via IFABoth

Online capability


Permitted Investments

Commercial property
Overseas property
Unit trusts & OEICSAll platforms allowed
External 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
Peer to Peer Lending
Intellectual property
Brands / Trademarks
Third party loans

Property purchase

Purchase fee£500
Sale fee£250
Annual property administration feeNone
VAT registration fee£100
VAT return fees£50 a quarter
Other feesLease renewal / new lease, £150

Borrowing, £250

Property development, time cost (min £500)

SIPP Bank Account

SIPP bank account providerRoyal Bank of Scotland / Cater Allen
Current interest rate0.1%


Scheme trusteesOrganon Pension Trustees Limited
Scheme administratorOrganon SIPP Services Limited

Minimum contributions

Regular paymentsNo minimum
Transfers/Single PremiumsNo minimum
Min additionalNo minimum

Company Information

OwnershipPrivately owned
Year established2007
Funds under administration£440 million as at 31 December 2019
Number of SIPPs administered1,265 as at 31 December 2019
Defaqto RatingNot rated


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


Flexi-Access Drawdown offeredYes
Uncrystallised Funds Pension Lump SumYes
Scheme Pension offeredNo

Need advice on your SIPP?

Contact our team of SIPP specialists today:

0115 933 8433

Online enquiry form

Organon SIPP

The Organon Group was founded in 2007, and runs both SIPPs (Self Invested Personal Pensions) and SSAS (Small Self Administered Schemes) Organon administer 1, 265 SIPPs totalling  £440 million funds under administration as at 31 December 2019.

The Organon SIPP can be accessed both directly and via an Independent Financial Adviser (IFA) and the plan allows for a wide range of investments including commercial property and deposit accounts.

There are no minimum contribution levels.

The mandated SIPP bank account for the Organon SIPP is held with the Royal Bank of Scotland/Cater Allen.