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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)

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