A reminder about our investment charges

Intial charges on lump sum and regular premium contributions can have a big impact on long-term returns.

Many firms will charge an initial fee on top-ups as well as new investments. Some also charge withdrawal fees, for them to allow you to access your own funds.

As a reminder, we only charge an initial fee on a new investment recommendation as this is time intensive and involves research and report writing. But that is where it ends.

We do NOT charge any initial fees on regular contributions, top-ups, fund switches, bed and ISA switches and withdrawals, even if it involves setting up complicated, pension income drawdown.

We are proud to offer this, which we think should be the standard for the profession and we hope you appreciate it too.

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