The AJ Bell Investcentre SIPP is a low-cost, flexible SIPP with a broad range of investment options. Initially launched in October 2002, AJ Bell is responsible for the day-to-day management and administration. 
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Features and benefits at a glance

Feature

Availability

Assets available

Aegon collectives (other assets available from other investment partners)

Drawdown to drawdown

Available

Pension credits

Available

Minimum single premium

£1,000

Regular premiums

Yes

Flexi-access drawdown

Yes

Uncrystallised funds pension lump sum (UFPLS)

Yes

Charges

All charges are subject to VAT and are correct as at May 2021.

Charge

Amount

Set-up fee

£120

Fund switch fee

None

Transfer in fee

£60

Quarterly administration

Up to £100,000

£45

£100,000 to £200,000

£55

£200,000 and above

£65

Flexi-access drawdown and capped drawdown (up to age 75) income withdrawal

£150 per annum

Capped drawdown (over age 75)

£250 per annum

Regular UFPLS payments

£150 per annum

One-off UFPLS payment

£75

One-off income payment from existing flexi-access or capped drawdown arrangement

£25

Documents you may need

The value of an investment can fall as well as rise and isn't guaranteed. Your client could get back less than they invest.