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Our Select SIPP offers a wide choice of investments available through our i.nvest platform, including:
There is no set up charge and a very cost-effective annual account charge of £155+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.
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
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. The value of your fund may be less than you paid in.
Before you choose a SIPP, make sure you understand its aims and risks. You should ensure you have read the Key features document and Fund Factsheets and Fund Key Investor Information Document (KIID) beforehand. Alliance Trust does not give advice.
A SIPP requires active management and investment expertise. You should make sure you review your investments regularly.
Laws and tax rules may change in the future without notice. The information here is our understanding in June 2014. This information takes no account of your personal circumstances which may have an impact on tax treatment.