Liberty SIPP

Calculate your fees for your Liberty Pension Scheme

Our fees are tailored to reflect the facilities you're intending to use.

The questions ask where the money is coming from to build your retirement funds, such as transfers from existing pension arrangements and where you are planning to invest them.

Both initial and the annual fees will be due in the first year, but in subsequent years only the annual fees will be due.

The results can be printed off for future reference.

Results

Set up cost Annual cost

Basic Charges
For ONE Pension Arrangement - either Protected or Non-Protected Rights 425 350
Will you need an additional Arrangement?

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There are 2 types of funds: Protected Rights and Non Protected Rights, and an arrangement could be either. To have Protected Rights you must have been contracted out of the State Earnings Related Pension Scheme, often referred to as SERPS but now known as S2P. Any other funds are Non Protected Rights. If you have both Protected and Non Protected Rights you need 2 arrangements.
0 0

Transfers from other Pension Schemes
Number of transfers in cash 0
Number of transfers of UK Assets - Bonds, Unit Trusts etc. 0
Number of transfers of Overseas Assets 0
Number of assignments of Pension Policies

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If you assign an existing pension policy it becomes an asset of your Liberty Pension Scheme but is otherwise unchanged. You may need the agreement of the insurance company.
0
Will there be transfers involving Stocks and Shares? 0
Scheme charge where there are transfers of assets, as above 0

Personal or Employer Contributions, NOT in cash
Contributions of UK Assets - Bonds, Unit Trusts etc 0
Contributions of Overseas Assets 0
Will there be contributions involving stocks and shares?

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You can make an “in-specie” contribution to the Scheme by transferring an asset into the Scheme which you or your employer own. This involves some paperwork so there is a charge for contributing in this way. There are no charges for making one-off or regular cash contributions.
0

New SIPP investment

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Further investment in an asset already held in the scheme, either from an in-specie contribution or transfer need not be included below as charges have already been taken into account
Investment in UK Assets - Bonds, Unit Trusts etc 0
Investment in Overseas Assets 0
Investment in Stocks and Shares

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If you have made an in-specie transfer or contribution of stocks and shares you will not need a separate Nominee account for future investment
0
Investment charge (Maximum 5 x £35 = £175) 0
Will your SIPP be borrowing in order to invest? 0 0
Total Non-Property costs 425 350

Property
Will there Property transfers, contributions or investment? 0 0
How many other Liberty SIPP investors? 0 0
How many Non- Liberty SIPP investors? 0 0
Is the Property subject to VAT? 0 0
Total property costs 0 0
What percentage of the Property will your Liberty Pension hold?

This will default on 100% unless you enter a figure

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Where the property is being purchased with other SIPP members, the costs are split in proportion to the percentage owned by your SIPP. To calculate the fees which will be due on your SIPP, what percentage of the property will be purchased with your funds?
0 0
Total fees excluding VAT 425 350

Summary

Fees VAT Total
Total first year costs (Setup and annual fees) 775 155 930
Ongoing costs, per annum 350 70 420