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Fee Structure |
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Download as PDF |
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| Amount of Pension Fund |
| Up to £2.5m |
| £2.5m plus |
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| Acceptance |
| % |
Min / Max |
| 0.25% |
£1000 / £2500 |
| 0% |
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| Annual |
| % |
Minimum |
| 0.25% |
£1250 |
| Negotiable |
Negotiable |
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Charges include: |
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Trustee and Administration Services - Acceptance and on-going.
Payment of any Pension Lump Sum.
First transfer in (this fee covers up to four pensions).
Annual valuations.
Payment of any Death Benefits.
Fees will be paid directly from your fund's assets with the Annual charge typically paid in advance for the provision of specified services
to include management of the fund, annual accounts and the Trustee responsibility fee. |
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Additional charges: |
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For certain complex schemes additional fees may be applied.
(This will be done on a case by case basis with appropriate
fees to be agreed in advance).
A fee of £250 will be charged for each additional pension
scheme transfer.
Transfer/closing administration fee is £850.
The transfer/closing fees above do not apply upon death of member. |
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Download as PDF |
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