What is the annual management charge on the HL SIPP?
The charge to hold funds is tiered within the HL SIPP:
- 0.45% per annum on the first £250,000 of funds
- 0.25% on the value of funds between £250,000 and £1m
- 0.1% on the value of funds between £1m and £2m
- No charge on the value of funds over £2m
The annual charge to hold shares, bonds, Investment Trusts, ETFs or gilts in the HL SIPP is 0.45% (capped at £200 per annum).