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 Our Fees

Richard Jacobs Pensions Limited

31 Marsh Parade, Newcastle Under Lyme, Staffordshire, ST5 1BT
Authorised and Regulated by the Financial Services Authority

VAT No: 825447323


Product / Service
Cost
Initial Meeting ½ Hour No Cost
Obtaining information and Reviewing Contracts, including a letter £20.00 per contract
   
Self Invested Personal Pensions  
Initial Meeting ½ Hour No Cost
Setting up or taking over a SIPP £750.00
Transfers into SIPP £20.00 per transfer
   
Small Self Administered Pension Schemes  
Initial Meeting ½ Hour No Cost
Setting up or taking over a SSAS £750.00 per member
Transfers into SSAP £20.00 per transfer
   
Administer SIPP/SSAPS 0.5% per annum of fund value
   
Single Premiums Investments 3% of Contribution and 0.5% per annum
   
Fee Based Work and Attendance at Court £155.00 per hour
   
Pensions and Divorce Report £500.00
   
Single expert Pensions and Divorce Joint Report £800.00
   

All fees are liable to VAT

An independent financial adviser authorized by the FSA, we offer our clients the ability to pay for our prices by fees. We cannot charge you a fee before agreement in writing. In addition we also operate the traditional way where our remuneration is paid by commission always disclosed to client beforehand. A further option is a combination of both