Only pay if you invest
A free, personal investment recommendation
You decide which pensions to transfer
A one-off arrangement fee which is deducted from your pension
Calculate our arrangement fee
Our fee is 1% of the value of each pension policy you transfer.
What else should I know?
Is there any charge for speaking to an adviser?
There is no charge if you wish to discuss your investment recommendation with one of our expert advisers. Just book an appointment with them and they will talk you through everything in an easy to understand way. You are under no obligation to take our investment advice.
Are there any other charges?
We make our charges as transparent as possible. Our current annual ongoing fee is 0.85% which is deducted from your pension. This includes our ongoing advice to continuously manage and monitor your pension and is broken down in the following way:
Platform charge
0.12%
Fund charge
0.13%
Ongoing advice
0.6%
You will pay no other fees and charges to us.
Do you receive payments from elsewhere?
No. Our only source of income are the fees that you pay us – we only work for you.
