We continually keep all aspects of our proposition under review to ensure we deliver a first class service at a competitive price.

Solicitor Panel goes live

We are therefore delighted to confirm that we have formed a preferred Solicitor Panel to assist with our commercial property transactions.

Clients opting to use the panel will benefit from both a consistent set of procedures and documentation as well as specially negotiated rates. Our initial partners are Curle Stewart, Miller Samuel Hill Brown and Morton Fraser and are deeply experienced in both Scots and English law.

For full details please refer to OUR SOLUTIONS section.

Charging Review

We are pleased to confirm we have recently concluded our annual SIPP charging review. The headlines of the review are as follows:-

We have frozen both establishment and annual “wrapper” fees across our SIPP range.

We have also frozen all property based fees.

We reinforce our commitment to the “full” SIPP sector by continuing to offer a wide range of both “standard” and “non-standard” investment options. However we will be increasing the annual charge for clients holding non-standard by £500 per annum with effect from 1 September 2016.

We believe the increase for clients holding non-standard assets strikes a balance between offering a wider variety of investment choice than many of our peers whilst ensuring an equitable approach to charging between our different member segments (it is worth noting in this regard that 10% of our clients account for c45% of the FCA’s revised capital requirement for SIPP operators).

Our strong capital position allied to our risk and governance approach, ensures continuity of investment options for clients. In addition, this ensures we remain one of the very few SIPP providers in the market who can support ALL client segments – from offering cost effective and fixed price approach which often results in a fraction of the price compared to platform offerings whilst offering a seamless gateway to off platform solutions such as commercial property and direct equity holdings.