Transparent Fees

One simple low, annual fee of 1%


Nothing Hidden

Advisory and Asset Management Fee: 1% per annum

Pension Trustee charges range from around $400 to $700
per annum depending on provider

Defined Benefit report charge: £1,950 per scheme (one-off)

SIPP Account set-up fee: one-off charge depending on fund size, ranging from £3,000 to £25,000. Deducted from the asset value
within the transfer arrangement.

There is an additional annual fund cost, using Exchange Traded Funds ranging from 0.07% to 0.20%*.
There are no extra costs for trading, bond or fund commissions and we don’t charge any drawdown fees.
Our fees are paid within the transfer and investment arrangement so you don’t need to send us any payment.