Whitehall SIPP

Last updated: 12th June 2024

Charges Charges are subject to VAT although shown excluding VAT

Initial/Set up fee


Annual fee


Transfer in fee


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


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


Online capability


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

Permitted Investments

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


Investment trusts

National Savings & Investments

Unlisted shares

Structured products

Trustee Investment Plans

Insurance company funds

Gold bullion

Traded endowment plans

Third party loans

Property purchase

Purchase fee


Sale fee


Annual property


VAT registration fee


VAT return fees

£250 pa

Other fees

Annual Rent Invoicing - £250 pa

Commercial Property Borrowing - £300

SIPP Bank Account

SIPP bank account provider

Royal Bank of Scotland

Current interest rate



Scheme trustees

Whitehall SIPP Trustees Limited

Scheme administrator

Whitehall Group SIPP Limited

Minimum contributions

Regular payments

No minimum

Transfers/Single Premiums

No minimum

Min additional

No minimum

Company Information


Whitehall Group (UK) Limited

Year established


Funds under management


Number of SIPPs administered


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.