No upfront fees,
no commitment
Calculate your arrangement fee
What else should I know?
Why we charge in this way
We know that asking for an upfront fee without first showing the benefit puts people off taking financial advice. We want to make impartial pension advice available to everyone.
We know we can improve the vast majority of defined contribution pensions and we are confident you’ll be delighted with our work. If not, there is no fee to pay.
Are there any other charges?
Provider charges (i.e platform + fund charges): We choose the most suitable pension provider and funds from the whole of the market for you and pass this on at cost. This is typically 0.24%* per year.
We offer an optional service to continuously review and monitor your pension. The cost of this is 0.6%* per year.
You will pay no other fees and charges to us.
*These charges are deducted from your pension.
Do you receive payments from elsewhere?
No, our only source of income are the fees that you pay us - we only work for you.
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