Aviva Pension Portfolio

Initial/Set up fee

Nil

Annual fee

Choice option SIPP for self-investment

Up to £30,000: 0.40%
£30,000 - £250,000: 0.35%
£250,000 - £400,000: 0.25%
£400,000+ : 0.15%

Core option SIPP

Up to £30,000: 0.35%
£30,000 - £250,000: 0.30%
£250,000 - £400,000: 0.20%
£400,000+ : 0.10%

Transfer in fee

Nil

Transfer out fee

Nil

In-specie transfer in fee

Nil

Taking Benefits

Nil

Annuity purchase fee

Nil

Payment of death benefits fee

Nil

Alteration to income fee

Nil

Other fees

Equity dealing, £7.50 per trade

within a model portfolio, £1.50 per trade

Access: Direct or via IFA

Via IFA only

Details

Member has read only access, IFA has greater online functionality including online dealing

Commercial property

(Choice Option only - via Curtis Banks)

Unit trusts & OEICS

Only available via the Aviva platform, other platforms not allowed

External deposit accounts

Overseas listed stock and shares

UK listed stocks and shares

Only available via the Aviva platform, other platforms not allowed

AIM shares

The majority of AIM shares can be purchased

Gilts/corporate bonds

ETFs

Only available via the Aviva platform, other platforms not allowed

Investment trusts

Discretionary management

National Savings & Investments

Unlisted shares

Structured products

Trustee Investment Plans

Insurance company funds

Hedge funds

Traded endowment plans

Purchase fee

Aviva fee - £485

£923 for panel solicitor, otherwise £1,169

Plus £186 per additional member

Sale fee

£740 for panel solicitor, otherwise £986

Annual property administration fee

Aviva fee - 0.12% of net value (taken monthly)

£586 (£462 for land)

Plus further £186 if property is mortgaged
Plus £123 per additional member for joint purchases

VAT registration fee

£186

VAT return fees

£246 per property

Other fees

Mortgaging a property £308

New lease fee £308 for panel solicitor, otherwise £554

Aborted transactions, Time-costed

Rent reviews, £246 per event

SIPP bank account provider

a range of deposit takers - currently:
HSBC Bank plc
Lloyds Bank plc
Royal Bank of Scotland Group plc

Current interest rate

4.58%

Scheme trustees

Aviva Pension Trustees UK Limited

Scheme administrator

Aviva Pension Trustees UK Limited

Regular payments

£100 per month

Transfers/Single Premiums

£5,000 (£1,000 if regular being made)

Min additional

£1,000

Ownership

Public company

Year established

Norwich Union were founded in 1797, the Aviva brand was launched in 2009

Funds under management

Not given

Number of SIPPs administered

Not given

Accepts DB transfers?

Yes

Flexible Drawdown offered

No

Notes

Property purchase via via Curtis Banks

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.