Self-Invested Personal Pension Introductory Pricing Offer
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Self-Invested Personal Pension Introductory Pricing Offer
Offer Summary
Customers who open a Self-Invested Personal Pension (SIPP) on the Quilter Invest platform on or before 30 September 2026 will receive a reduced ongoing annual platform fee of 0.15 percent (15 basis points) and no monthly subscription fee.
This pricing replaces Quilter Invest’s standard charges of 0.25 percent (25 basis points) annual platform fee and a £2 monthly subscription fee.
Eligibility and Conditions
- To qualify for this offer, you must:
- Open or initiate a transfer in a Self-Invested Personal Pension (SIPP) with Quilter Invest on or before 30 September 2026 (the transfer does not need to complete by this date)
Pricing Duration
- Once applied, the discounted platform fee and waived subscription fee will take effect.
- We may stop waiving the charge(s) in full or part in the future by giving you at least 30 days notice.
General Terms
- Quilter Invest may withdraw or amend this promotional offer at any time.
- Any change or withdrawal of the offer will not affect customers who have already qualified and opened a SIPP within the offer period, unless otherwise stated.
- All customers are subject to Quilter Invest’s full Terms and Conditions, which apply in addition to these promotional terms.
- Participation in this promotion constitutes acceptance of these terms and conditions.
Tax and Regulatory Information
- Tax treatment depends on individual circumstances and may change in the future. Quilter Invest does not provide tax advice. Customers should consider seeking advice from a qualified financial adviser or tax specialist where appropriate.
- Quilter Invest is authorised and regulated by the Financial Conduct Authority (FCA).
Risk Warning
- The value of investments can go down as well as up, and you may get back less than you invest.
- Past performance is not a reliable indicator of future results.