Momentum SIPP & SSAS Schemes

 

Providing choice, control and flexibility for private individuals and businesses.

Name Suitability Setup
Fee *
Basic Annual Fee * Investment Options
Momentum Core SIPP

You can normally have a Momentum Core SIPP regardless of your employment status if you are a resident of the UK **

Nil

£250

Our Core SIPP can invest in UK regulated products that are offered by Momentum’s list of Investment Providers only. There is a wide range of options available to be advised on.

Name Suitability Setup
Fee *
Basic Annual Fee * Investment Options
Momentum Property SIPP

You can normally have a Momentum Property SIPP regardless of your employment status if you are a resident of the UK **

£250

£700

Our Momentum Property SIPP is designed specifically with those who want to invest in UK commercial property in mind. It also allows investment in other UK regulated investments recommended by advisers that are approved by Momentum. There is a wider choice of investment available from which to choose than under Core SIPP.

Name Suitability Setup
Fee *
Basic Annual Fee * Investment Options
Momentum Advanced SIPP

You can normally have a Momentum Advanced SIPP regardless of your employment status if you are a resident of the UK **

£250

£550

Our Momentum Advanced SIPP is designed for those who want the widest possible range of investment opportunities available or a large number of holdings to be advised on but not UK commercial property. All investments have to be allowable under Momentum’s Investment guidelines.

Name Suitability Setup
Fee *
Basic Annual Fee * Investment Options
Momentum International Lite SIPP

The Momentum International Lite SIPP is suitable for individual residing outside the UK, if you have transfers or investments of up to £39,999 in value.

£250

£250

Our Momentum International Lite SIPP can invest in an International Managed Portfolio Service with fund manager Brooks MacDonald International.

Name Suitability Setup
Fee *
Basic Annual Fee * Investment Options
Momentum International SIPP

The Momentum International SIPP is a personal pension scheme available to individuals who are residing outside the UK.

£400

£400

Our Momentum International SIPP can invest in a wide range of investments allowable under Momentum’s International Investment Guidelines, which give different options to cater for those living abroad. It also offers the ability to pay income on a gross basis, where the rules allow, and has facilities to make payment in a number of currencies.

Name Suitability Setup
Fee *
Basic Annual Fee * Investment Options
SSAS

A SSAS is a pension scheme set up by an employer under trust with a capacity to hold benefits for up to 11 members at any one time. Directors and/or employees can join and must be trustees of the scheme. Momentum SSAS works well for smaller or family run businesses who want greater control over investment decisions relating to their pensions and, in particular, wish to use their pension to invest in the business or business premises.

£1,250

£1,250

A SSAS offers a wide range of investment options, including Commercial Property, in line with our investment guidelines.

* Full details of the applicable Fee Schedule can be found on individual product or literature pages. Prices shown excludes VAT.

A key feature of our products is the ability to switch to another pension scheme across any of our jurisdictions, free of charge should your circumstances change.