SIPPs - Alliance Trust Savings Limited - Investing Today for Tomorrow

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Select SIPP

Less in charges. More in your SIPP.

£38,950 extra in your pension*

We know you want a comfortable retirement - so don’t let unnecessary charges reduce the value of your pension.

Our Select SIPP offers:

  • Full rebate of any commissions we receive from fund managers which could boost the value of your pension by £38,950*
  • No set up fee, just a low flat rate annual charge of £135+VAT
  • Access to over 25,000 investments including equities, investment trusts, bonds, gilts and funds
  • Funds with Annual Management Charges as low as 0.1%
  • Rated the Best User Experience by The Platforum

Open a Select SIPP today with a leading financial services provider, administering over £5.9billion** in assets.

What Investment Readership Awards 2011. Winners Select SIPP Alliance Trust Savings

Fund Value £100,000
Rebate
10 Years
15 Years
20 Years
Select SIPP
0.75%
£179,650
£241,470
£324,972
Competitor
0%
£169,122
£219,938
£286,022
Difference
n/a
£10,528
£21,532
£38,950

Notes: Figures based £100,000 being invested over a term of 20 years with an annual charge of £135+VAT and a fund Annual Management Charge of 1.50% with a rebate of 0.75% applying compared to a product that has no annual charge but retains the rebate. Four deals per annum are accounted for in the Alliance Trust Savings projections in comparison to a competitor model that does not charge for purchases and sells. Deals are assumed to be online and are charged at £12.50 per transaction. An annual growth rate assumption of 7% applies. The actual growth rate over the term will be dependent on investments chosen and performance and may be lower or higher than 7% which will determine the final value of the pension.

Risk Warnings

Other charges may apply, please refer to our Schedule of Fees. The value of investments can fall as well as rise. You may not get back what you invested and the amount provided for your pension may be affected. Tax reliefs are dependent on individual circumstances and may change in the future. You normally cannot take an income from your pension until age 55.

Need more information on our Select SIPP?

SIPP brochureYou can find further information within our Select SIPP product page or you may wish to read our Free Guide to Select SIPPs.

Ready to apply.

You’ve three easy options to apply for a Select SIPP.

Online – the easiest and quickest way to apply. Simply log in or register to open a new account.

For existing customers you will need your Personal ID and PIN.

Apply Online Now

Phone – call our Client Service team on 01382 573 737 (Monday-Friday, 8am-6pm).

Post – Simply complete the relevant form and return it to:

Alliance Trust Savings Limited
PO Box 164
8 West Marketgait
Dundee DD1 9YP

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.

Trade through our i.nvest platform

When you apply online through i.nvest you will be able to choose to invest immediately or wait to make your investment choice.

When you open your Select SIPPwith us, we'll send you a PIN and Personal ID so that you can use our i.nvest service.

i.nvest is easy to use and enables you to:

  • Manage your SIPP investments
  • View your valuations
  • View all the assets held within your SIPP
  • Buy and sell your individual holdings†

†Charges will apply. Find out more about i.nvest.

Apply Online Now

Terms and Conditions

*Figure based £100,000 being invested over a term of 20 years with an annual charge of £135+VAT and a fund Annual Management Charge of 1.50% with a rebate of 0.75% applying compared to a product that has no annual charge but retains the rebate. Four deals per annum are accounted for in the Alliance Trust Savings projections in comparison to a competitor model that does not charge for purchases and sells. Deals are assumed to be online and are charged at £12.50 per transaction. An annual growth rate assumption of 7% applies. The actual growth rate over the term will be dependent on investments chosen and performance and may be lower or higher than 7% which will determine the final value of the pension.

**As at 31st December 2011. Calls may be recorded. Fund manager rebates may change in the future.

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