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Transfer a SIPP - Existing Customers

  • Transfer a SIPP

    Take control of your pension with a SIPP from Selftrade

Transfer a SIPP to Selftrade

As a customer, you’ll still need to open a SIPP account first, before you can transfer assets from any existing SIPPs or other pensions to Selftrade.

When you open a SIPP, you will also have to select a SIPP provider who will manage the transfer process.

 

Choose from a wide range of SIPP providers

With Selftrade you have over 70 SIPP providers to choose from. They will manage administration and trustee services under their pension scheme, and assist you with any pension specific queries. The Selftrade platform works alongside this, allowing you to invest through your SIPP.

There are two key provider options for your SIPP with Selftrade:

  1. The Selftrade SIPP is a complete service that includes administration and trustee services provided by Gaudi Regulated Services Ltd, Selftrade’s partner with a low annual administration fee of £118.80.

  2. The second option is to select from our panel of over 70 SIPP providers. Annual administration fees for our SIPP panel partners typically start at around £200 per year.

Selftrade also charge a low quarterly custody fee of £17.49 for assets held in a SIPP which can be offset by online dealing commissions and fund platform fees. Full pricing details can be found here.

List of SIPP Panel Providers

Transfer into a Selftrade SIPP with Gaudi

Number 1

Open a SIPP

You can open a SIPP from your dashboard when you log in to your Selftrade account. You then have the option to select Gaudi as your SIPP provider.

Log in

Number 2

Complete your SIPP application with Gaudi and request a transfer

You’ll be directed to the Gaudi website to complete a SIPP application to join their pension scheme. At this stage, you can request for Gaudi to transfer existing SIPPs or pensions from another provider into your new SIPP.

Number 3

Transfer started

Gaudi will arrange the transfer with your other provider(s).

  • Existing Investments will be transferred straight from the other provider(s) into your Selftrade SIPP*.
  • Cash will be transferred to Gaudi first, then you can request for this to be moved into your Selftrade SIPP account.

Transfer times can vary, please see our guide below.

*We can only hold stock market investments, commercial property can’t be held on the Selftrade platform.

Number 4

Transfer complete

Once you see the cash or assets in your Selftrade account, your transfer is complete and you can now manage your investments in your SIPP.

Transfer into Panel SIPP

Number 1

Open a SIPP

You can open a SIPP from your dashboard when you log in to your Selftrade account. You then have the option to select your chosen SIPP provider from our panel.

Log in

Number 2

Complete the SIPP panel application form

Download, complete and send the SIPP panel application form to your nominated SIPP provider who will finish the form. Your SIPP provider will then send the form back to Selftrade to complete the set-up of your SIPP account with us.

Number 3

Finalise your SIPP and request a transfer

The SIPP provider will require additional information to complete your set-up as a member of their pension scheme. Each provider’s process will be slightly different, however only they can arrange the transfer process directly with your other provider(s).

  • Existing Investments will be transferred straight from the other provider(s) into your Selftrade SIPP*.
  • Cash will be transferred to your SIPP provider first, then you can request for this to be moved into your Selftrade SIPP account.

Transfer times can vary, please see our guide below.

*We can only hold stock market investments, commercial property can’t be held on the Selftrade platform.

Number 4

Transfer complete

Once you see the cash or assets in your Selftrade account, your transfer is complete and you can now manage your investments in your SIPP.

Transfer times

The time it takes to transfer a SIPP or other types of pensions can vary because each provider will have their own processes. The following is a guide to expected times:

  • Transfers of existing investments can take up to 30 days
  • Funds, foreign equities or complex instruments may take between 6 to 8 weeks to transfer
  • If you transfer cash, this is usually faster than other asset classes

I've still got questions!

We’re on hand to help at our Customer Experience Centre on 0345 0700 720