A low-cost,
flexible SIPP
| Set up fee | None (for balances of £25,000 and over) | |
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| Initial fund charges | Removed for nearly all fund groups, including the top 20 on Cofunds | |
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| Fund switch fee | None | |
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| Transfer fee | £60 | |
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| Annual charges (payable quarterly) | ||
| <£25k | £80 plus VAT | |
| £25k - £50k | £120 plus VAT | |
| £50k - £125k | £160 plus VAT | |
| £125k - £250k | £100 plus VAT | |
| £250k + | No Charge | |
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| Income withdrawal set up | £150 (up to age 75) | |
| Income withdrawal annual | £150 (up to age 75) | |
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Interest rate
The rate of interest on the Cofunds Trading Account has now been increased to be 50bps below Bank of England base rate. View current Cofunds rates here.
Resources
Supplied in PDF format. Download Acrobat viewer.