For advice on accessing pension benefits, contact the government’s free and impartial guidance service Pension Wise.
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 clients from 1 April 2021.
Download a copy of the correspondence we sent to you here.
These are the first increases we have made for several years, and they are driven primarily by the regulatory and operating costs associated with the running of 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 pension scheme.
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.
We are unable to provide financial advice therefore we recommend that all clients speak to a financial adviser in the first instance with any questions regarding these changes or their investments.
For further information about financial advisers in your area, please visit www.unbiased.co.uk.
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