From time to time we review the charging structure and other elements of our pension schemes. Below are details of the changes which take effect for all Liberty SIPP clients from 1 April 2021. We have written to all of the advisers we do business with to update them of the changes.
Download a copy of the communication we sent to clients here.
Download a copy of the communication we sent you here.
We take our fiduciary responsibilities seriously in respect of our pension schemes and the assets held within them. We aim to keep our fee increases to a minimum, and where possible reduce or even remove fees through our ongoing investment in administration technology.
These are the first increases we have made for several years, and they are driven primarily by the increasing regulatory and operating costs involved in running pension schemes. Please be assured that we always aim to remain competitive on price, while also offering the best service possible and security for your clients.
Download a before and after overview of the changes to fees, comparing previous fees to our new fees.
Download the new Liberty SIPP fee schedule in effect from 1 April 2021 here.
Download the current Liberty SIPP schedule, valid to 31 March 2021, here.
We no longer allow in specie contributions to the Liberty SIPP and have therefore removed this section from the Terms and Conditions. You can see an updated version of the Terms and Conditions here.
If you have any questions about the changes to fees, please contact us on 01204 803 500 or by emailing [email protected].
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