The fees for the Liberty Option SIPP have been calculated to provide value for money for the operation of each of our SIPP holders.
In order to make it crystal clear what your clients will be charged on an initial and on-going basis, we have provided this Option calculator which will set out the fees that will be incurred by each client.
Liberty is one of a very small number of SIPP providers able to use a calculator to produce a simple statement of fees due to the transparent nature of their fee structure:
Liberty will only charge the fees agreed at outset (unless the composition of the SIPP changes)
Liberty will not charge any fees on a time costed basis
Liberty will not take a cut of any of the interest earned by clients cash held on deposit
The calculator is easy to use – please take your time and once you know the Options you wish to utilise, the calculator should be able to provide you with a concise breakdown of fees.
I understand that by setting up a SIPP I will be risking my own capital with the investments held within the SIPP wrapper, and that the value of these investments can go down as well as up.
I also understand that any tax treatment on contributions or taxation arising from my investments with the SIPP wrapper are dependent on my own personal circumstances and may be subject to change in the future.
As well as articles from the press and a very interesting blog by Liberty, the contents held within these pages have also been provided by 3rd parties and are not the opinions or advice of Liberty SIPP Limited or Liberty Trustees Limited (“Liberty”). Liberty are not regulated to give investment advice and by ticking this box I understand that any information obtained from reading this page cannot be construed as being advice from Liberty.