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A Comparison Of The Major Offshore SIPP Providers

ProviderCost (*1)

Service Rating

(*2)

Overall Rating

(*3)

Momentum

(Read Review)

£300 Initial

£500 Annual

8.6/10

7.8/10


STM

(Read Review)

£350 Initial
£550 Annual
6.9/10

7.1/10


Forth Plus

(Read Review)

£400 Initial
£400 Annual
8.7/10

7.1/10


Sovereign Trustees

(Read Review)

£300 Initial
£500 Annual
8.8/10

8.6/10


Novia Global

(Novia Platform ONLY)

(Read Review)

£0 Initial
£220 Annual
7.2/10

7.9/10



*1 - Cost shown relates to comparative SIPP plan for a transfer value of £250,000 between providers. Costs may vary specifically where the transfer value is less than £100,000 (SIPP Lite), where a bespoke SIPP has been selected or where multiple transfers in are being processed. Other cost's may apply. For a detailed comparison quote enquire with our team. Fee's correct as at 03/05/2019

*2 - Service Rating is a measure of how efficient the administration and customer service is for the pension scheme based on feedback from 10 of our preferred advisory firms.

*3 - Overall Rating is a combined rating when considering costs and Service Standards.