SIPP UK 2026/27 — Self-Invested Personal Pension Guide, Providers and Rules

Best SIPP Providers UK 2026 — Compare Self-Invested Personal Pensions

Compare the best SIPP providers in the UK for 2026. Fees, investment choice, platform quality, and which type of SIPP suits your pot size and goals.

Pension information is based on current UK legislation. Pensions are regulated by the FCA and The Pensions Regulator. This is not financial advice — consider consulting an FCA-regulated financial adviser.

A SIPP (Self-Invested Personal Pension) gives you pension tax relief with full control over where your money is invested. Choosing the right provider can save you thousands in fees over a decade. Here is how the main UK SIPP providers compare in 2026.

What Makes a Good SIPP Provider?

Before comparing providers, understand the four factors that matter most:

Factor Why it matters
Annual platform charge Compounds over decades — 0.1% more per year on £200,000 costs £200/year, every year
Investment range Funds-only vs full market access including shares, ETFs, investment trusts
Drawdown charges Some providers charge extra to access your pension flexibly at retirement
Platform quality App, customer service, reporting tools — you will use this for 30+ years

SIPP Fees Compared — 2026

Platform charges are either percentage-based (cheaper for smaller pots) or flat fee (cheaper for larger pots).

Percentage-Based Platforms

Provider Annual charge Cap Best for
Vanguard Investor 0.15% £375/year (SIPP) Passive investors using Vanguard funds only
AJ Bell Youinvest 0.25% £3.50/month on shares/ETFs Balanced investors wanting fund + share access
Fidelity 0.35% (first £250k) £45/month Broad fund range with good research tools
Hargreaves Lansdown 0.45% (first £250k) £45/year on shares/ETFs Wide investment range, best-in-class platform
Bestinvest 0.2% None on funds Research-focused investors

Flat-Fee Platforms

Provider Monthly fee Annual cost Best for
Interactive Investor From £9.99/month ~£120–£240/year Pots over £50,000 where percentage fees become expensive
iWeb £100 one-off account opening Low per-trade cost Passive investors wanting minimal cost

Simplified / Consolidation-Focused

Provider Annual charge Best for
PensionBee 0.25%–0.95% (plan dependent) Consolidating multiple old pensions simply
Freetrade Low/free tier available Very small pots or beginners, limited fund range

Where Percentage vs Flat Fee Crosses Over

The crossover point where a flat-fee platform becomes cheaper than a percentage platform depends on your pot size.

Pot size HL annual cost (0.45%, capped) Interactive Investor (flat, ~£240/yr)
£10,000 £45 £240
£30,000 £135 £240
£53,000 £240 £240
£100,000 £450 (or capped) £240
£200,000 £900 (or capped) £240

Below ~£50,000: percentage platforms generally cost less. Above ~£50,000: flat-fee platforms like Interactive Investor typically become cheaper.

Note: HL caps charges on shares and ETFs but not on funds. Actual crossover point depends on how you invest.

Investment Range Compared

Not all SIPPs give you the same investment options.

Provider Funds UK shares US/global shares ETFs Investment trusts
Hargreaves Lansdown ✓ 3,000+
Interactive Investor ✓ 40,000+
AJ Bell Youinvest ✓ 2,000+
Fidelity ✓ 3,000+
Vanguard Investor ✓ Vanguard only ✓ (Vanguard)
PensionBee ✓ Ready-made plans

Vanguard’s limitation: You can only invest in Vanguard’s own funds and ETFs. For pure index fund investors this is often sufficient — and the low fees compensate. If you want individual shares or non-Vanguard funds, you need a different provider.

Which SIPP Type Suits You?

If you are self-employed with no workplace pension

You need a SIPP that makes regular monthly contributions easy. Look at AJ Bell, Fidelity, or HL for a combination of low fees, wide choice, and a reliable direct debit setup. PensionBee is a simpler option if you want less involvement.

If you are consolidating multiple old workplace pensions

PensionBee specialises in this — they handle all the transfer paperwork. HL and AJ Bell also offer straightforward transfers. Compare their charges at your expected consolidated pot size.

If you want to invest passively in index funds

Vanguard is the lowest-cost option for a Vanguard-fund portfolio. If you want other index funds (iShares, Invesco, etc.), Fidelity or AJ Bell offer wide passive fund ranges at competitive prices.

If you have a large pot (£100,000+)

Move to a flat-fee platform. Interactive Investor at £9.99–£19.99/month becomes significantly cheaper than a percentage-based platform once your pot exceeds £50,000. On a £200,000 pot, the difference between 0.45% (HL) and a £200/year flat fee is potentially £700/year.

If you want to access drawdown at retirement

Check drawdown charges carefully. Some providers charge additional fees to enter income drawdown. Interactive Investor includes drawdown in its monthly fee. HL charges a separate drawdown fee.

SIPP Tax Rules in 2026/27

Rule Detail
Annual allowance £60,000 per tax year (or 100% of earnings if lower)
Tax relief 20% at source (claimed by provider); 40%/45% via Self Assessment
Money Purchase Annual Allowance £10,000/year if you have already accessed pension flexibly
Lump sum allowance £268,275 tax-free total across all pensions
Pension access age 55 (rising to 57 in April 2028)
Carry forward Unused allowance from previous 3 tax years can be added

For more on tax relief, see the pension tax relief guide and SIPP contribution rules.

Before You Choose a SIPP — Checklist

  • Check your current workplace pension first — always take the full employer match before opening a SIPP
  • Calculate your pot size now and in 10 years — use this to choose percentage vs flat fee
  • Decide your investment approach — passive index funds vs active fund selection vs individual shares
  • Check the transfer process if consolidating — some providers are significantly faster than others
  • Review drawdown charges — relevant now if you are within 10 years of retirement
  • Confirm FSCS protection on your cash holdings

For broader retirement planning, see the pension planning hub and SIPP vs workplace pension comparison.

Sources

  1. HMRC — Tax on your private pension contributions
  2. FCA — Pensions and retirement income
  3. MoneyHelper — Choosing a pension