Self-Invested Personal Pension Introductory Pricing Offer

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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 a SIPP or initiate a transfer into a SIPP with Quilter Invest on or before 30 September 2026. The transfer does not need to complete by this date.

Have a funded account within 2 months of account opening.

A funded account means an active portfolio balance resulting from either:

a monetary deposit, or

a transfer (pending or completed)

To remain eligible:

Your account must become funded within 2 months following account opening or transfer initiation.

If, at the point of eligibility review, you have a pending transfer, you will be treated as meeting the funding requirement.

Quilter Invest may exercise discretion in exceptional circumstances where funding timelines fall outside standard expectations due to factors beyond your control (for example, delays with other providers).

If you open or initiate a transfer into a SIPP before the end of the offer period, you will be allowed to complete the 2-month funding period in accordance with these terms, even if the offer is subsequently withdrawn.

Pricing Duration

Once applied, the discounted platform fee and waived subscription fee will take effect.

If you cease to meet the eligibility criteria, your account will revert to Quilter Invest’s standard pricing.

Where this occurs, you will not be reinstated to any previous discounted pricing you may have held.

Quilter Invest may stop waiving charges, in whole or in part, by giving at least 30 days’ notice.

Ongoing Eligibility

Quilter Invest reserves the right to review continued eligibility for this offer.

Where your account remains unfunded (i.e. has no portfolio balance) for a period of 3 months or more, Quilter Invest may remove or amend any applied promotional pricing

Any such changes will be subject to at least 30 days’ notice.

Long term inactivity (3 months or more of no login activity and no portfolio balance) may result in account closure as per Quilter Invest’s standard terms.

Should your account be closed for inactivity, you will no longer be eligible to receive the promotional pricing.

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.

You 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

Investing in a SIPP means your pension value can fall as well as rise, particularly over shorter periods or during market volatility. You could get back less than you invest.