Bank of Scotland

Self Invested Personal Pension

Self Invested Personal Pension

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).

 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 50 (55 from April 2010).

 3. Highly competitive dealing charges - deal real-time online for
     only £11.95, over the telephone from just £15 or set up a regular
     investment plan online for just £5 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.


Before you complete your SIPP application, we strongly recommend you read the Key Features [PDF document] and understand fully the risks [PDF document] involved, our Terms and Conditions and Charges.

 

Next Steps

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

Please remember the value of your investments and the income from them can go down as well as up.  You may not get back the full amount you have invested.  If you're in any doubt about the suitability of any of our products, or whether to buy or sell shares, you should consult an appropriate Financial Adviser.

*please note that tax laws may change

Click here to view our Regulatory Information

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