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Key Features Documents and Scale of Charges

Please note, we have now published our revised Key Features Documents and Scale of Charges for the Self Invested Personal Pension (SIPP) and Small Self Administered Scheme (SSAS), which are effective from the 1st April 2013.

In addition to making regulatory changes including the move from the Financial Services Authority (FSA) to the Financial Conduct Authority (FCA), we have taken the opportunity to review our charges. Enclosed within the document is a number of case study examples to provide an indication of how the charging structure will apply.

We are pleased to announce that we have reduced charges for those entering Flexible Drawdown and for those who are setting up their pension for the first time.

In addition we have introduced new fee scales to our SSAS for those with standardised collective style investments and for one member schemes. These will apply from the date your next fee is due.

These documents are able to be accessed via our documentation centre http://sippssas.taypat.co.uk/sipp-provider-ssas-provider/documentation-centre where you will find the complete list of revised documents.

For further information please contact Kerry Houghton, SIPP/SSAS Business Development Manager on 01772 550614.

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