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Platform Terms and Conditions and the Portfolio Plus Pension and Portfolio Plus Self-Invested Personal Pension supplement. Adviser charges £120. However, because of this flexibility, SIPPs generally have higher costs than a standard personal pension, and in particular a stakeholder pension plan. share dealing is £9.95 per deal for zero to nine deals, and £4.95 per deal for 10 or more deals in the previous month. Your annual management fees can either be a percentage charge of your entire pension pot each year, or a fixed fee. annual charge for funds at 0.25% up to £250,000, 0.10% for £250,000 up to £1m, 0.05% for £1m – £2m, no charge over £2m investment. Find out how Aegon's fund solutions make investing easier. There are three main types of charges: 1. fund dealing is a flat fee of £1.50 online. These charges can be: These charges will be taken as either a percentage or monetary amount from the product wrapper cash facility, depending on what you agree with your client. ARC Self-invested Personal Pension (SIPP) For intermediaries only. Income drawdown charges 9 5. £25,000 - £49,999. Please complete our Aegon Self-invested Personal Pension single contribution top-up form (with adviser charges option). Aegon SIPP. Aegon has a £75 annual charge covering administration of drawdown, whether you take regular or ad hoc payments. Online Isa & Sipp providers cost comparison table Below is a breakdown of the charges levied by some of the most popular online Isa platforms for funds and stocks & shares. You can find out more in our Charges guide (PDF - 392k)(Opens new window). For a copy of all the … The ReAssure and Aegon relationship 3 2. The value of the investments with a pension can fall as well as rise.  The value of a client’s pot at retirement may be less than they pay in.  All payments into a client’s pension pot are normally tied up until they take their benefits, which is usually any time from age 55. Aegon Retirement Choices platform update – July 2020. Top up - documents. This charge will be set up when their first drawdown pension payment is made, and will apply each year after that to cover ongoing administration. Consolidating your pension; Drawdown; Tax free cash; Investing in retirement; Retirement checklist; SIPPs & death; Pension illustration; Pension Wise; Pensions explained. Retirement saving and income solutions in one place, including flexi access and uncrystallised funds pension lump sum (UFPLS). Guides and FAQs Customer services About Aegon. Charges. Guide to transfers. They’ll vary depending on the assets chosen. If you require access to our institutional website, select Institutional here. Documents. and . These charges cover the cost of managing investments and checking they’re performing as expected. Your clients should be comfortable with the investment choices they make as they may lose features, protections, guarantees or other benefits when they transfer. It works a bit like income tax bands – each percentage fee applies to different amounts held in the Sipp, rather than a single percentage fee … ... Selftrade’s Sipp charges a percentage fee in tiers. We are mortgage and debt free so want to look at maximizing my pension now with an option to retire earlier if possible. View the Aegon Diversified Monthly Income (Class B) Income Fund Key Investor Information Document (KIID)/Simplified prospectus plus charges and savings, reports, accounts and more. Capped drawdown (over age 75) £250. You’ll then see all the documents relevant to the top up request. If you and your client decide to use a discretionary fund manager (DFM) to help manage your clients’ investments, we’ll pay the agreed level of charge to this manager on your client’s behalf. 14 May 2020 . Top up – intermediary charges. • accept instructions from your adviser. Platform/product fee. As you can see from the table below, the percentage charge for each band reduces as your clients’ ARC account value grows. How to pay ongoing charges through your General Investment Account (GIA) 22 March 2019. No product establishment charge or administration charges (unless in drawdown). We'll charge £75 a year if your client takes income from the drawdown part of their self-invested personal pension (SIPP). Annual charge Drawdown charge (SIPP only) Ongoing adviser charge Service charge Discretionary fund manager charge; Can I re-direct charges to a joint or designated GIA? Insured funds charges 4 3. Please keep it safe for future reference. Its SIPP has a tiered annual management charge on funds: 0.25% for £0 to £250k, 0.10% for the next £250k to £1 million, 0.05% for the next £1 million to £2 million, and no charge on amounts above £2 million. Find out about ARC’s flexible investment options. Investment charges 3. Our trust range for use with a general investment account, Aegon Platform terms and conditions (PDF), Aegon Platform key information document (including key feature of the Aegon SIPP) (PDF), Making contributions to products on the Aegon Platform (PDF). A transfer for consolidation purposes could be from one capital at risk stocks and shares ISA, general investment account (GIA) or pension product to another – so the value of your investments after any consolidation … You can easily complete quotes, top ups and new business applications (including transfers, single and regular contributions) online. For transfer(s) in - download the transfer authority in this section and send it to us by email so we have it for when you complete the application. £150. Advisers. The flexibility of a SIPP, the wide range of investment options and the ability for you and your clients to actively manage their investments are all good reasons to use our SIPP. £160. Annual charges (payable quarterly) Under £25,000. Transfer in fee. As you have two products the £9.27 charge would be proportioned between the two products as follows: Aegon ISA charge = £15,000 multiplied by 0.4944% = £6.18; Aegon GIA charge = £ 7,500 multiplied by 0.4944% = £3.09 This charge applies to the following: The charge will vary depending on which asset your client chooses to invest in. We’ll take the charge from the cash facility. £150. A £15 fee will apply to any sale or purchase of equities and investment trusts. Profile Sign out. One-off UFPLS payment The amount of stamp duty your client will pay is worked out at a flat rate of 0.5% (rounded up or down to the nearest penny) based on the purchase amount. What the Aegon SIPP offers Cash and re-registration transfers from other pensions, including drawdown to drawdown transfers. Understanding the Aegon Platform charges The Aegon Platform has a clear and flexible charging structure so you’ll know exactly what you’re paying for. While investing through the gross general investment account (GIA) means no tax is deducted from your client's fund, some external product providers will apply a charge for investing in their product wrappers. Investment entry and exit charges may also apply. Please select the box that applies to you.Â. Standard Life applies a high ‘whole fund’ admin charge of 0.55% for pots of between £100,000 and £249,999 (immediately applied after the first income withdrawal in our calculation), while Aegon charges between 0.45% and 0.60% on an ‘income tax band’ basis on funds less than £250,000, but 0% on funds above that. There's a range of charges you might expect to see if you have a self invested personal pension. Retiready charges a platform fee of 0.5% on assets up to £50,000, 0.4% for assets of between £50,000 and £100,000 and 0.3% on assets over £100,000. website, please read our Cookie If you’re not sure, you should get financial advice - there may be a charge for this. • Investment charge – this covers the investment manager’s charge for your chosen investments. * SIPP exit charge of £150 plus VAT (capped at 1% of transfer value or annuity purchase price), if the client is aged over 55 and the plan was taken out on or after 1st Feb 2017 there is no charge. We might vary these charges at our discretion. This is the administration charge taken to cover the cost of investing through ARC. So the higher the value of assets they have on ARC, the less their percentage charge will be. If you have enhanced or fixed protection, setting up an Aegon SIPP will lose you your protection … This reason, a SIPP wo n't be suitable for everybody.  an annual charge or administration charges ( in... 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