SIPP charges

Comparisons to other SIPP providers are based on our understanding of their published costs on their websites as at 31 July 2024, for trading shares and ETFs within a SIPP account. They are shown for illustrative purposes only. For confirmation of their up to date charges and product information, you should visit their websites.
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Hargreaves Lansdown:
SIPP account charges are 0.45% of the value of shares in your account, capped at £200/yr. Fee per trade reduces depending on the number of trades in the previous month to £8.95 per trade for 10-19 trades, and £5.95 for 20 or more trades. The FX fee reduces on a tiered scale, based on transaction value: 1% for the first £5,000, 0.75% for the next £5,000, 0.50% for the next £10,000, and 0.25% for anything above £20,000.

Interactive Investor:
Based on the Pension Essentials plan, which allows for a maximum portfolio size of £50,000 and charges a £5.99/mo account fee. For portfolios above £50,000, customers are automatically moved on to the Pension Builder plan, with a £12.99 monthly account fee. The FX fee reduces on a tiered scale, based on transaction value: 1.25% for trades between £25,000 - £49,999, 1.0% for trades between £50,000 - £99,999.99, 0.50% for trades between £100,000 - £599,999, and 0.25% for trades of £600,000 or more.

AJ Bell:
SIPP account charges 0.25% of the value of the shares in your account, capped at £10/mo. Each share or ETF trade is £5.00. Fee per trade reduces to £3.50 when 10 or more trades are done in the previous month. The FX fee reduces on a tiered scale, based on transaction value: 0.75% for the first £10,000, 0.50% for £10,001 - £20,000, and 0.25% for anything over £20,000.