Whitehall SIPP

Initial/Set up fee

£250

Annual fee

£400

Transfer in fee

None

Transfer out fee

Cash - £200
In-Specie - £300
Overseas - £500

Taking Benefits

Flexi-Access Drawdown:
Payment of benefits: £150 per annum

Conversion from Capped to Flexi-Access Drawdown - £150

Payment of death benefits fee

£500

Other fees

Capped Drawdown Pension Review - £150

Investment Account Opening/Closing - £50

Additional Bank Account Opening/Closing - £50

Work Relating to Divorce - £500

External Meetings - £350

Access: Direct or via IFA

Both

Details

Members have online access 24 hours a day, 7 days a week

Commercial property

Unit trusts & OEICS

External deposit accounts

if over 30 day term

Overseas listed stock and shares

UK listed stocks and shares

AIM shares

Gilts/corporate bonds

ETFs

Investment trusts

National Savings & Investments

Unlisted shares

Structured products

Trustee Investment Plans

Insurance company funds

Gold bullion

Traded endowment plans

Third party loans

Purchase fee

£650

Sale fee

£350

Annual property

£200

VAT registration fee

£250

VAT return fees

£250 pa

Other fees

Annual Rent Invoicing - £250 pa

Commercial Property Borrowing - £300

SIPP bank account provider

Royal Bank of Scotland

Current interest rate

TBC

Scheme trustees

Whitehall SIPP Trustees Limited

Scheme administrator

Whitehall Group SIPP Limited

Regular payments

No minimum

Transfers/Single Premiums

No minimum

Min additional

No minimum

Ownership

Whitehall Group (UK) Limited

Year established

2011

Funds under management

TBC

Number of SIPPs administered

TBC

Defaqto rating

Five star

Accepts DB transfers?

Yes, if IFA advised

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.