SIPP and SSAS

Impartial 5 Star Ratings for SIPP & SSAS products

Is your SIPP & SSAS a 5 Star product?

We use over 35 years of impartial expertise to assess the features of SIPP & SSAS.

The Moneyfacts Annual SIPP & SSAS Star Ratings showcase the most complete products, highlighting those with the most features and competitive charges.
We have collected over 40 fields of information per individual product, all of which are available for assessment.
The products that are awarded Five or Four Star Ratings offer the most comprehensive range of standout features, that set them apart from the rest of the market.

Is your SIPP & SSAS a 5 Star product?

We use over 35 years of impartial expertise to assess the features of SIPP & SSAS.

The Moneyfacts Annual SIPP & SSAS Star Ratings showcase the most complete products, highlighting those with the most features and competitive charges.
We have collected over 40 fields of information per individual product, all of which are available for assessment.
The products that are awarded Five or Four Star Ratings offer the most comprehensive range of standout features, that set them apart from the rest of the market.

For any questions or to purchase your licence, please contact our friendly experts:

Beth Baxter, Client Account Manager

T: 01603 476193 E: bbaxter@moneyfacts.co.uk

2024 Awarded SIPP & SSAS products

What criteria are used?

The Moneyfacts Star Ratings for SIPP & SSAS are based on the weighting of specific product features, that are likely to be the most relevant to companies and consumers looking to take out a product.

A considerable number of features will add to the final score, and some of this information includes:

What criteria are used?

The Moneyfacts Star Ratings for SIPP & SSAS are based on the weighting of specific product features, that are likely to be the most relevant to companies and consumers looking to take out a product.

A considerable number of features will add to the final score, and some of this information includes:

SIPP

Minimum contributions and transfers in
Investment options
Number of segments allowed
Set-up and admin fees
Dealing fees
Property purchase fees
In specie fees
Cash transfer fees
Lifetime annuity availability and charges
Capped drawdown charges
UFPLS availability and charges
Flexi access charges
Transfer out charges
Online valuation availability
Deposit account choice
Product closure charges

SIPP

Minimum contributions and transfers in
Investment options
Number of segments allowed
Set-up and admin fees
Dealing fees
Property purchase fees
In specie fees
Cash transfer fees
Lifetime annuity availability and charges
Capped drawdown charges
UFPLS availability and charges
Flexi access charges
Transfer out charges
Online valuation availability
Deposit account choice
Product closure charges

SSAS

Types of service offered
Minimum contributions and transfers in
Number of SSAS
Investment options
Funds under administration
Set-up and admin fees
Property and admin fees
VAT registration and administration charges
Capped drawdown charges
Lifetime annuity availability and charges
Flexi access charges
UFPLS availability and charges
Scheme pension availability and charges
Product closure charges
Transfer out charges

SSAS

Types of service offered
Minimum contributions and transfers in
Number of SSAS
Investment options
Funds under administration
Set-up and admin fees
Property and admin fees
VAT registration and administration charges
Capped drawdown charges
Lifetime annuity availability and charges
Flexi access charges
UFPLS availability and charges
Scheme pension availability and charges
Product closure charges
Transfer out charges

SIPP

Minimum contributions and transfers in
Investment options
Number of segments allowed
Set-up and admin fees
Dealing fees
Property purchase fees
In specie fees
Cash transfer fees
Lifetime annuity availability and charges
Capped drawdown charges
UFPLS availability and charges
Flexi access charges
Transfer out charges
Online valuation availability
Deposit account choice
Product closure charges

SIPP

Minimum contributions and transfers in
Investment options
Number of segments allowed
Set-up and admin fees
Dealing fees
Property purchase fees
In specie fees
Cash transfer fees
Lifetime annuity availability and charges
Capped drawdown charges
UFPLS availability and charges
Flexi access charges
Transfer out charges
Online valuation availability
Deposit account choice
Product closure charges

SSAS

Types of service offered
Minimum contributions and transfers in
Number of SSAS
Investment options
Funds under administration
Set-up and admin fees
Property and admin fees
VAT registration and administration charges
Capped drawdown charges
Lifetime annuity availability and charges
Flexi access charges
UFPLS availability and charges
Scheme pension availability and charges
Product closure charges
Transfer out charges

SSAS

Types of service offered
Minimum contributions and transfers in
Number of SSAS
Investment options
Funds under administration
Set-up and admin fees
Property and admin fees
VAT registration and administration charges
Capped drawdown charges
Lifetime annuity availability and charges
Flexi access charges
UFPLS availability and charges
Scheme pension availability and charges
Product closure charges
Transfer out charges

SIPP

Minimum contributions and transfers in
Investment options
Number of segments allowed
Set-up and admin fees
Dealing fees
Property purchase fees
In specie fees
Cash transfer fees
Lifetime annuity availability and charges
Capped drawdown charges
UFPLS availability and charges
Flexi access charges
Transfer out charges
Online valuation availability
Deposit account choice
Product closure charges

SIPP

Minimum contributions and transfers in
Investment options
Number of segments allowed
Set-up and admin fees
Dealing fees
Property purchase fees
In specie fees
Cash transfer fees
Lifetime annuity availability and charges
Capped drawdown charges
UFPLS availability and charges
Flexi access charges
Transfer out charges
Online valuation availability
Deposit account choice
Product closure charges

SSAS

Types of service offered
Minimum contributions and transfers in
Number of SSAS
Investment options
Funds under administration
Set-up and admin fees
Property and admin fees
VAT registration and administration charges
Capped drawdown charges
Lifetime annuity availability and charges
Flexi access charges
UFPLS availability and charges
Scheme pension availability and charges
Product closure charges
Transfer out charges

SSAS

Types of service offered
Minimum contributions and transfers in
Number of SSAS
Investment options
Funds under administration
Set-up and admin fees
Property and admin fees
VAT registration and administration charges
Capped drawdown charges
Lifetime annuity availability and charges
Flexi access charges
UFPLS availability and charges
Scheme pension availability and charges
Product closure charges
Transfer out charges

Make the most of your SIPP & SSAS Star Rating

When we award your SIPP & SSAS product a Five or Four Star Rating, it’s time to let the world know! Buy your Moneyfacts Annual Star Ratings licence package to maximise your Marketing.

Make the most of your SIPP & SSAS Star Rating

When we award your SIPP & SSAS product a Five or Four Star Rating, it’s time to let the world know! Buy your Moneyfacts Annual Star Ratings licence package to maximise your Marketing.

YOUR PACKAGE CAN INCLUDE:

Star Logo Artwork

A licence to use the Moneyfacts Annual Star Ratings logo, available in a variety of formats, for use across all channels.

Star Logo Artwork

A licence to use the Moneyfacts Annual Star Ratings logo, available in a variety of formats, for use across all channels.

YOUR PACKAGE CAN INCLUDE:

Plaque or Trophy

A wall-mountable or freestanding plaque/trophy to showcase your Moneyfacts Annual Star Rating and use as a permanent reminder.

Plaque or Trophy

A wall-mountable or freestanding plaque/trophy to showcase your Moneyfacts Annual Star Rating and use as a permanent reminder.

YOUR PACKAGE CAN INCLUDE:

Moneyfacts Star Ratings Certificate & Poster

Certificate and Poster

A certificate and PDF poster for use in branch.

Certificate and Poster

A certificate and PDF poster for use in branch.

YOUR PACKAGE CAN INCLUDE:

Moneyfacts Star Ratings Vinyl Window Sticker

Window Vinyl

A4 or A5 self-adhesive window stickers.

Window Vinyl

A4 or A5 self-adhesive window stickers.

YOUR PACKAGE CAN INCLUDE:

Star Logo Artwork

A licence to use the Moneyfacts Annual Star Ratings logo, available in a variety of formats, for use across all channels.

Star Logo Artwork

A licence to use the Moneyfacts Annual Star Ratings logo, available in a variety of formats, for use across all channels.

YOUR PACKAGE CAN INCLUDE:

Plaque or Trophy

A wall-mountable or freestanding plaque/trophy to showcase your Moneyfacts Annual Star Rating and use as a permanent reminder.

Plaque or Trophy

A wall-mountable or freestanding plaque/trophy to showcase your Moneyfacts Annual Star Rating and use as a permanent reminder.

YOUR PACKAGE CAN INCLUDE:

Certificate and Poster

A certificate and PDF poster for use in branch.

Certificate and Poster

A certificate and PDF poster for use in branch.

YOUR PACKAGE CAN INCLUDE:

Window Vinyl

A4 or A5 self-adhesive window stickers.

Window Vinyl

A4 or A5 self-adhesive window stickers.

YOUR PACKAGE CAN INCLUDE:

Star Logo Artwork

A licence to use the Moneyfacts Annual Star Ratings logo, available in a variety of formats, for use across all channels.

Star Logo Artwork

A licence to use the Moneyfacts Annual Star Ratings logo, available in a variety of formats, for use across all channels.

YOUR PACKAGE CAN INCLUDE:

Plaque or Trophy

A wall-mountable or freestanding plaque/trophy to showcase your Moneyfacts Annual Star Rating and use as a permanent reminder.

Plaque or Trophy

A wall-mountable or freestanding plaque/trophy to showcase your Moneyfacts Annual Star Rating and use as a permanent reminder.

YOUR PACKAGE CAN INCLUDE:

Certificate and Poster

A certificate and PDF poster for use in branch.

Certificate and Poster

A certificate and PDF poster for use in branch.

YOUR PACKAGE CAN INCLUDE:

Window Vinyl

A4 or A5 self-adhesive window stickers.

Window Vinyl

A4 or A5 self-adhesive window stickers.

Get in touch

Samantha Owens

Star Ratings and PF Analytics Manager

Email Samantha

Beth Baxter

Client Account Manager

Email Beth

Samantha Owens

Star Ratings and PF Analytics Manager

Email Samantha

Beth Baxter

Client Account Manager

Email Beth

Samantha Owens

Star Ratings and PF Analytics Manager

Email Samantha

Beth Baxter

Client Account Manager

Email Beth

*Terms of use: Moneyfacts Annual Star Ratings are copyright and may only be used or replicated by licence. The Moneyfacts Annual Star Ratings are assessed annually and in order to benefit from the above marketing potential a licence must first be obtained from Moneyfacts Group. The licence runs for one calendar year starting from the release date of the annual assessment regardless of when purchased. In order not to miss market advantage, early purchase is strongly recommended. Licences only apply to the accredited product and not across a range unless a range of products has been accredited and a multi-licence has been purchased from Moneyfacts Group.

SIPP and SSAS

SIPP and SSAS

Impartial 5 Star Ratings for SIPP & SSAS products

Impartial 5 Star Ratings for SIPP & SSAS products

Is your SIPP & SSAS a 5 Star product?

Is your SIPP & SSAS a 5 Star product?

For any questions or to purchase your licence, please contact our friendly experts:

What criteria are used?

What criteria are used?

Make the most of your SIPP & SSAS Star Rating

Make the most of your SIPP & SSAS Star Rating

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

YOUR PACKAGE CAN INCLUDE:

Read more about Moneyfacts Star Ratings

Read more about Moneyfacts Star Ratings

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