How do I place a Bed & ISA/SIPP instruction?
Placing a Bed & ISA/SIPP instruction is easy. The quickest, easiest and lowest cost way to deal is online. If you hold your shares or funds in the HL Fund and Share Account, and have registered for online access, you can give us your instruction by logging in to your account and following the Bed & ISA/SIPP links next to your holding (indicated by the bed icon). For online Bed & SIPP applications, you must also already have an HL SIPP open. Alternatively you can download a Bed & ISA or Bed & SIPP form and send it into our office.
It's free to sell your shares for online and postal Bed & ISA/SIPP instructions. All you pay is our standard dealing charges and stamp duty on each repurchase.
For online instructions, the charge for your repurchase will be between £5.95 and £11.95 depending on the number of trades you have placed in the previous month.
For postal instructions, you will be charged 1% of the value of the repurchase, subject to a minimum charge of £20 and a maximum charge of £50.
There is no dealing commission to sell or buy funds through HL. When buying funds back there may be an initial charge or bid-offer spread, but most of the time our discounts reduce or eliminate this altogether.
Please bear in mind that a Bed & SIPP is a pension contribution to help fund your retirement. You will not have access to your money until age 55 at the earliest. It is your responsibility to check that you are eligible. Please refer to the Key Features of the HL SIPP for details. If you have any questions please do not hesitate to call our Pensions Helpdesk on 0117 980 9926.