Alltrust SIPP

Initial/Set up fee

£300 - Full SIPP
£99 - if Full SIPP application made & submitted on-line

£99 - Oasis SIPP - ONLINE only

Annual fee

If funds invested on the Alltrust platform:
£100K+, £500pa
£100K or less, £600 pa

£600 - Full SIPP (not using Alltrust platform)

£300 - Oasis SIPP

Transfer in fee

Cash, £125

Transfer in of overseas assets, £750

Transfer out fee

£125

Transfer out of overseas assets, £750

In-specie transfer in fee

Assets, Fees will be those applicable to normal transfer in / out, plus relevant transaction fee for each asset

Contribution, £250

Taking Benefits

Establishment of flexi-access drawdown, £250

Conversion to Flexi-Access Drawdown, £180

Benefit Reviews, £200

Further fund crystallisation, £200

Annuity purchase fee

Transfer out £125

Payment of death benefits fee

£200 per hour

Other fees

Pension Scheme Return, £50

SIPP closure, £250

Investment Transactions, £75

Annual fund management administration,
£100K+, £500pa
£100K or less, £600 pa

Ad-hoc administration, £200 per hour

Access: Direct or via IFA

Both

Details

The Alltrust proposition is service based and customers prefer to speak to someone rather than relying on an online system. We offer an online technical facility for all our supporting IFAs

Commercial property

Full SIPP only

Unit trusts & OEICS

All platforms allowed

External deposit accounts

Unrestricted access to all 'sippable' deposit accounts

Overseas listed stock and shares

All stockbrokers allowed

UK listed stocks and shares

All stockbrokers allowed

AIM shares

All stockbrokers allowed

Gilts/corporate bonds

All stockbrokers allowed

ETFs

All stockbrokers allowed

Investment trusts

All stockbrokers allowed

Discretionary management

Unrestricted access

National Savings & Investments

Unlisted shares

Structured products

Trustee Investment Plans

Insurance company funds

Hedge funds

Traded endowment plans

Third party loans

Purchase fee

£900

Sale fee

£900

Annual property administration fee

£TBC

VAT registration fee

£200 per hour

SIPP bank account provider

Metro Bank

Current interest rate

TBC

Scheme trustees

Member plus Alltrust SIPP

Scheme administrator

Alltrust Services Ltd

Regular payments

No minimum

Transfers/Single Premiums

No minimum

Min additional

No minimum

Ownership

Privately owned

Year established

2005

Funds under management

TBC

Number of SIPPs administered

1000+ schemes

Defaqto Rating

Not disclosed

Accepts benefits from defined benefit / final salary schemes?

Yes, only if IFA advised

Flexible Drawdown offered

Yes

Scheme Pension

Yes

Notes

The information within this section is for your general information purposes only and does not constitute investment advice. It is not an offer to purchase or sell any particular asset and it does not contain all of the information which an investor may require in order to make an investment decision. Please obtain professional advice before entering into any new arrangement. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of the information of this site.