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Charges

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.

Initial Fee

Annual Fee

Set Up

Application type for
membership to scheme

-

-

Number of Transfers
(including in-specie)

-

-

Investments

Number of standard
investments
(e.g. Stockbroking account)

-

-

Number of Properties

-

-

Taking benefits

Drawdown

-

-


UFPLS Payments

Will you be taking an Uncrystallised Funds Pension Lump Sum (UFPLS) from your SIPP?

-

-


Total Initial Fee

Total Annual Fees

-

-

All Liberty fees are subject to VAT.

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.

Click to view our current rates

Total interest paid by Metro Bank Member interest rate Additional rate received by Liberty SIPP
1% 0.5% 0.5%

What could you save by switching to Liberty SIPP?

Step 1:

Please work out how much your Liberty fees would be by using our handy calculator above.

Step 2:

Tell us how much you are paying on an annual basis with your current pension provider.

 

Please enter your current fees here:

Step 3:

Take a step back and see how much you can save with Liberty.

Saving after
1 year:

-

Saving after
5 years:

-

Saving after
10 years:

-

Saving after
25 years:

-

Saving after
40 years:

-


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.

You could have an extra £0
to spend in your retirement by switching to Liberty SIPP today!

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