Self Invested Personal Pension (SIPP)

Bank of Scotland Share Dealing are working in partnership with A J Bell, one of the UK's largest and fastest growing SIPP administrators, to bring you the Bank of Scotland Self Invested Personal Pension (SIPP).

SIPP's are designed to give the pension scheme member a choice of assets which they can use to get the most out of their pension plan. Assets include stocks & shares, unit trusts and other funds which can be bought or sold to enhance the profitability of the pension scheme.

 Five key benefits to our Self Invested Personal Pension

 1. No set up fee

 2. Reap the tax benefits* - no Capital Gains Tax on investments, get tax
     relief on your own contributions at the highest tax rate you pay and 
     take 25% of your pension fund as a tax-free lump sum from the age
     of 55.

 3. Highly competitive dealing charges - deal real-time online for
     only £11.95, over the telephone from just £25 or set up a regular
     investment plan online for just £1.50 commission per stock.

 4. Make regular contributions, single lump sums, or both.

 5. Transfer a personal or company pension, or even another SIPP
      into a Bank of Scotland Share Dealing SIPP.

*please note that tax laws may change

Important Information

Before you complete your SIPP application, we strongly recommend you read the following documents:

Next Steps

Apply today Print off an application pack and apply today
Service your Self Invested Personal Pension Service your Self Invested Personal Pension 

Click here to view our Regulatory Information

Halifax Share Dealing Limited trading as the Bank of Scotland Share Dealing Service. Halifax Share Dealing Limited.  Registered in England No. 3195646.  Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG.  Authorised and regulated by the Financial Services Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS.  A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager

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Please remember...

The value of your investment can go down as well as up and you may not get back the full amount you invest. If you are in any doubt about buying or selling shares we recommend you seek advice from an Independent Financial Advisor.