Nucleus Flexi SIPP
The Nucleus Flexi SIPP is our streamlined self-invested personal pension product.
Its tax-efficient structure and focused range of investment choices provide a straightforward long-term retirement option for your clients.
Key features
With the Flexi SIPP, your clients can:
- contribute by bank transfer or Direct Debit up to their annual allowance (currently £60,000 per tax year), and receive contributions from employers and third parties
- receive basic rate contribution tax relief at source, allowing for quicker investment
- invest in platform funds, managed portfolios, off-platform discretionary investment manager accounts, fixed-term deposits and notice accounts as well as Exchange Traded Instruments (ETIs) via the platform's integrated stockbroking service
- grow a pension fund in a mostly tax-free environment
- manage income drawdown through our online portal, where you can also request single or regular tax-free cash withdrawals on their behalf
Our charges
This table shows our platform charge, which is based on the value of all assets in your client’s Nucleus products. Please refer to the product’s charges schedule for full details of our charges.
| Account charges | Amount | |
|---|---|---|
Platform charge - Based on the value of these assets in the Nucleus Flexi SIPP:
All platform charges are payable monthly. | First £500,000 | 0.27% per year |
| Next £500,000 | 0.175% per year | |
| Over £1 million | 0.05% per year | |
Key literature
Take a look at the documents below to learn more about how our Nucleus Flexi SIPP works:
These documents tell you more about how we operate:
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