Hartley Pensions Empire SIPP

Last updated: 22nd June 2020

Charges Charges are subject to VAT, although shown excluding VAT

Initial/Set up fee

£1,000

Annual fee

Uncrystallised Account £750 pa

Crystallised Account £900 pa

Transfer in fee

Nil

Transfer out fee

Nil

In-specie transfer in fee

Nil

Taking benefits

Annuity purchase fee

Nil

Payment of death benefits fee

£300

Other fees

Divorce costs £750

Adminstration fee if non-standard assets held £250 pa

Management

Access: Direct or via IFA

Both

Online capability

Details

Permitted Investments

Commercial property

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

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

Nil

Sale fee

£750

Annual property administration fee

included in annual SIPP fee

VAT registration fee

Nil

VAT return fees

Nil

Other fees

Nil

SIPP Bank Account

SIPP bank account provider

Royal Bank of Scotland

Current interest rate

0%

Structure

Scheme trustees

Scheme administrator

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

£1.2 billion

Number of SIPPs administered

11,000

Defaqto rating

Five star

Transfers

Accepts benefits from defined benefit / final salary schemes?

Yes, if IFA advised

Misc

Flexi Access Drawdown offered

Yes

Uncrystallised Fund Pension Lump Sum available

Yes

Notes

Due diligence will be carried out before acceptance of non-standard asset

With the Empire SIPP you are in control of your pension. Make investments across different asset classes to suit your current and future investment strategies - including commercial property

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.