Hartley Pensions Abacus SIPP

Last updated: 22nd June 2020

Charges Charges are subject to VAT, although shown excluding VAT

Initial/Set up fee

£125

Annual fee

Uncrystallised account £175 pa

Crystallised account £300 pa

Transfer in fee

Nil

Transfer out fee

Nil

In-specie transfer in fee

Nil

Taking benefits

Charges as per crystallised account

Set up fee £125

Annual fee £300 pa

Annuity purchase fee

Nil

Payment of death benefits fee

£300

Other fees

Dealing with Divorce £750

Management

Access: Direct or via IFA

Both

Online capability

Details

Online SIPP set up
Online access for IFAs to view clients SIPP
Online key features illustrations
View communication records

Permitted Investments

Commercial property

Unit trusts & OEICS

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

subject to due diligence

Structured products

Trustee Investment Plans

Insurance company funds

Hedge funds

through a platform/stockbroker

Traded endowment plans

through a platform/stockbroker

Third party loans

Property purchase

Purchase fee

N/A

Sale fee

N/A

Annual property administration fee

N/A

VAT registration fee

N/A

VAT return fees

N/A

Other fees

N/A

SIPP Bank Account

SIPP bank account provider

Royal Bank of Scotland

Current interest rate

0%

Structure

Scheme trustees

Hartley Pensions Trustees Limited

Scheme administrator

Hartley SAS Ltd

Minimum contributions

Regular payments

No minimum

Transfers/Single Premiums

No minimum

Min additional

No minimum

Company Information

Ownership

Privately owned

Year established

4th March 2015

Funds under management

£1.2billion

Number of SIPPs administered

11,000

Defaqto rating

Four stars

Transfers

Accepts benefits from defined benefit / final salary schemes?

Yes, only if IFA advised

Misc

Flexi Access Drawdown offered

Yes

Uncrystallised Funds Pension Lump Sum

Yes

Notes

One platform only is allowed on Abacus SIPP. Due dilligence will be carried out before acceptance of platform

Take control of your pension with Abacus SIPP - giving you a clear charging structure, the flexibility to choose the type of investment platform and plan for your future

Disclaimer

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.