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From 31 May 2017, we will be changing some of our charges on our Modular iPlan, Modular iSIPP (pre-Modular iPlan), eSIPP, Partnership SIPP and ex-Clerical Medical eSIPP. The changes amend the terms and conditions for these products.
For information regarding changes to the charges of the IPS SIPP, IPS (2008) SIPP, IPS Pension Builder SIPP and IPS Family SIPP, please click here.
Literature
Applicable literature including new charges schedules
Modular iPlan
Modular iSIPP
Modular iSIPP Charges Schedule
Modular iSIPP Terms & Conditions
Modular iSIPP Permitted Investments List
Modular GIA
Modular GIA Terms & Conditions
Modular GIA Permitted Investments List
Modular ISA
Modular ISA Charges Schedule (pre Oct 2014)
Modular ISA Terms & Conditions
Letters
Copies of the letters you received in the post
Please ensure you have read all the documentation carefully.
If you need any further information, contact your financial adviser in the first instance, or call us on 03333 202 733.
Transfer to the Modular iSIPP
If you are considering a transfer to the Modular iSIPP, please download the forms relating to your product below.
Questions and Answers
Please click on your product below, which will direct you to a page to help answer any questions you may have as a result of these changes.