For clients applying online there will be no set up fee for the SIPP, however for clients sending in a paper application an additional set up fee will be payable due to additional administration work involved.
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. Visit our Literature page to download the latest Fee Schedule
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.
Liberty SIPP uses Metro Bank for its transactional banking purposes. As part of their agreement with Metro Bank any cash deposits receive interest at the current base rate. Metro Bank pays an additional rate above this to Liberty SIPP to cover any transactional costs associated with the management of your account.
|Total interest paid by Metro Bank||Member interest rate||Additional rate received by Liberty SIPP|
Please work out how much your Liberty fees would be by using our handy calculator above.
Tell us how much you are paying on an annual basis with your current pension provider.
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Take a step back and see how much you can save with Liberty.
The Liberty fees used are exclusive of VAT and if you need some help working out your Liberty fees please just get in touch with one of our friendly members of staff. This comparison is extremely simplistic and should not be used as a pension illustration. These fees do not take into account any investment fees, dealing charges or adviser fees.
Please note the value of investments, and any income from them can go down as well as up and you may not get back your original investment. We do not offer advice about the suitability of our products or any investments held within them. Should you require financial advice you should consult a suitably qualified financial adviser.
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.
Please note if you are looking to transfer in a Final Salary or Defined Benefit Scheme we will not be able to set your SIPP up unless you have received appropriate advice to do so from a regulated adviser.
Welcome to the Liberty SIPP Investment Zone.
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.