A J Bell Investcentre Sipp Charges

Investment charges capped at 09 pa.

A j bell investcentre sipp charges. Annual funds custody charge including unit trusts oeics and structured products 025 on the first 250000 of funds 010 on the value between 250000 and 1m 005 on the value between 1m and 2m. Junior sipp charges cash savings hub charges invest with aj bell youinvest open an account transfer now have a question. Aj bell investcentre platform charges and rates 5 transfer out sipp charge notes standard transfer out 75 applies to the transfer out of cash to another pension scheme and to annuity purchases. Open from 8am to 7pm monday to friday call customer services 0345 54 32 600 we make it easy for.

In specie transfers out funds. Our rps brings together a range of strategies used to help clients deal with the complexities of investing and meeting ongoing income requirements in later life and in particular the problem of sequencing risk. If you are a customer of aj bell investcentre please click go to the customer area below. Aj bell investcentre is an award winning low cost platform that helps you invest in a sipp isa lifetime isa junior isa or gia on behalf of your clients.

Last year aj bell reduced the annual management charge on its mps from 025 vat to 015 vat. The removal of the junior sipp establishment fee will save clients 120vat and the removal of the quarterly administration charge on junior sipp investments held in aj bells funds shares service will provide further savings of up to 200vat per year. Based on the standard initial portfolio weightings. If you are a customer of aj bell investcentre please click go to the customer area below.

Fund value 210000 150000 in his sipp 45000 in his isa and 15000 in his gia total annual charge 420 mr singh has transferred his existing savings to an aj bell investcentre sipp isa and general investment account gia on his financial advisers recommendation. We will remember your preference so you should only be asked to select the appropriate website once per device. Find out more i want to manage my own investments.