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You’ll love the pensions on offer from Alliance Trust Savings.
Our Select SIPP offers a wide choice of investments available through our i.nvest platform, including:
Our investment research tool 'Investment Selector' is powered by Morningstar. To read more about the research services available please go to the 'Investment Selector' tab at the top of the page.
There is no set up charge and a very cost-effective annual administration charge of £135 plus VAT. This charge applies on 1 February and then annually thereafter. In your first year a proportionate charge will apply.
Our Schedule of Fees provides full details of all our charges.
If you set up a direct debit online to contribute on a monthly basis the dealing charge is only £1.50 per security.
Our standard online dealing charge is £12.50. If you hold Alliance Trust PLC shares in your SIPP you can receive up to a 50% discount on this charge.
If you are unsure whether a SIPP is suitable for you or are uncertain about which SIPP is most appropriate for you, you should take professional advice specific to your particular circumstances.
Before making any decision you should read our Select SIPP Key Features document and our Schedule of Fees.
The quickest and easiest way to apply for an Alliance Trust Savings Select SIPP is to do so online.
Before you apply you'll need to make sure that you have your National Insurance (NI) number, and your bank account or debit card details to hand. If you do not intend to make a contribution when opening your SIPP account you should apply via our application form.
When you apply online you will be able to choose to invest immediately or wait before making your investment choice.
You can also apply by post. Simply complete our application form and return it to:
Alliance Trust Savings Limited
PO Box 164
8 West Marketgait
Dundee
DD1 9YP
If you want to transfer an existing pension arrangement you have into your Select SIPP account you will need to complete our transfer in form.
When you open your Select SIPP with us, we'll send you a password and Personal ID so that you can use our i.nvest service.
Important InformationPlease remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested.• The value of tax savings and your eligibility to invest in a SIPP depends on individual circumstances and tax rules may change in the future. You normally cannot take an income from your pension until age 55. • If you are unsure whether a SIPP is suitable for you or are uncertain about which SIPP is most appropriate for you, you should take professional financial advice specific to your particular circumstances. |