The Intelligent SIPP has no minimum investment requirement and is designed for advisers wanting to appoint a third party investment manager, or take responsibility themselves for running model portfolios on their selected investment platform.
There is no initial charge and the annual charge is a simple £150 during accumulation and £240 during decumulation. Additional charges, including time charging, are applied for other work as and when you request this.
There will also be the fees and charges levied by your chosen platform provider and/or investment manager to be factored into any illustration.
The Intelligent SIPP also offers full SIPP functionality, should you require this, at our standard tariff rates.
Please contact us for further information on the Intelligent SIPP.