The Jarvis Self Invested Personal Pension
The Jarvis SIPP has been designed for ease of use and transparency of costs for those investors who want to take control of their own pension planning. As an execution only share dealing product, it is only suitable for those investors who do not require any pension advice.
We have combined the fixed low commission, value for money share dealing service of shareDeal active with the administration services of Gaudi Regulated Services Limited, to bring you a SIPP which offers:
- No annual administration fee providing you invest in your SIPP using a shareDeal active share dealing account
- An easy to use and flexible online trading platform or deal over the telephone
- Using a shareDeal active share dealing account, the Jarvis SIPP offers you a wide range of SIPP eligible investment options including shares that are listed on both the UK and other major overseas markets; gilts, corporate bonds; unit trusts and OEICs; investment trusts; ETFs
With no annual administration fees and a fixed dealing commission £9.50 per trade for all UK listed securities, the Jarvis SIPP is one of the most competitively priced SIPPs in the market. Click here for the full tariff. Although an Annual Administration Fee and Transfer Fee are detailed in the SIPP Terms and Conditions, Jarvis will refund these fees until such time as the shareDeal active dealing account linked to your SIPP is closed.
Who are Gaudi Regulated Services Limited?
Gaudi Regulated Services Limited (Gaudi) are fully authorised and regulated by the Financial Conduct Authority. They specialise in the day to day administration of SIPPs which includes processing contributions, transfers, investments, paying benefits and of course ensuring the SIPP adheres to HMRC rules and regulations.
Gaudi share the same values as Jarvis and their approach to the SIPP marketplace is to provide an easy to understand and cost effective product - they believe that managing a SIPP should be a straightforward task without encountering the frustration of small print, hidden charges, impersonal service and literature written in confusing 'pension speak'.
Questions and Answers
How do I make a cash contribution to my SIPP?
If this is indicated on your application, Gaudi will provide you with bank details for your individual SIPP deposit account. You can then set up a Standing Order to make a transfer, which Gaudi will forward to Jarvis upon clearance - Jarvis will credit this amount to your share dealing SIPP account on the day of receipt. A cheque can be submitted at any time - this needs to be payable to "Gaudi Trustees Ltd re 'your name'"
How do I transfer a SIPP that I have with another provider?
By indicating this on the application, Gaudi will have authority to approach the ceding scheme. If the transfer is in cash, Gaudi will obtain the funds, accept them into the plan, and then transfer them to Jarvis upon clearance. If the transfer is 'in-specie,' Gaudi will liaise with Jarvis to firstly check that the assets can be held and then provide the ceding scheme with the necessary details to allow the assets to be re-registered into the Jarvis nominee.
Detailed information about the Jarvis Self Invested Personal Pension can be found in the Key Features Document which is available below. Please ensure you also read and understand the Terms & Conditions.
Gaudi Regulated Services Limited are responsible for the administration and management of the SIPP. The Dealing service is provided by shareDeal active which is a trading name of Jarvis Investment Management Ltd. By applying for a Jarvis SIPP you are also agreeing to the shareDeal active Terms and Conditions.
How to apply
If you would like to open a Jarvis SIPP, simply click on the 'Apply now' button and complete the application form online - please ensure you have your National Insurance Number to hand before you start the application process.
Once you have completed and submitted your details online, your application will be processed by Gaudi and a welcome pack will be sent to you by post. A shareDeal active share dealing account will also be opened for you and an account number confirmed to you under separate cover. As soon as your assets are received they will be credited to your account.
Please ensure you read the Key Features Document and Terms and Conditions first - if you are unsure whether the Jarvis SIPP is the right product for you, you should seek advice from an independent financial advisor.Apply now
For share dealing queries:
|Call customer services||01892 510515|
For SIPP administration queries:
|Call Admin Team on:||01722 713313|
Jarvis SIPP Administration Team
2 Oakridge Office Park
The administrator of the Jarvis SIPP is Gaudi Regulated Services Limited. The trustees of the Jarvis SIPP are Gaudi Trustees Limited and the Operator is Gaudi Regulated Services Limited. The Jarvis SIPP is operated and administered by Gaudi Regulated Services Limited who is authorised and regulated by the Financial Conduct Authority (Register Number 488015). shareDeal active is a trading name of Jarvis Investment Management Ltd which is authorised and regulated by the Financial Conduct Authority (Register No.116413).