Only pay if you invest
See your recommended pension plan
Decide which pensions you want to add/find to transfer
We’ll charge 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.
All the detail you need to know
Is there any charge to speak with a pension expert?
There is no charge if you wish to discuss your recommended pension with one of our experts. Simply call or email them with the details we provide when you sign up and they will answer any questions you have in an easy to understand way. You are under no obligation to take our pension investment advice.
What are your annual charges?
Our charges are totally transparent and explained in detail in your recommended pension plan. Our current annual ongoing charge varies between 0.83% and 0.92% (depending on the funds we recommend). This includes our ongoing advice service to continuously manage and monitor your pension and is broken down in the following way;
Platform charge
0.12%
Fund charge
0.11-0.20%
Ongoing advice
0.6%
You will pay no other 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.
