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PENSION PROVIDERS - MANAGEMENT CHARGES

The following sets out the annual management charges for all funds we recommend. In all cases there are no initial management charges.

Pension Provider AMC Reduced AMCs
    £10,000 £25,000 £50,000 £100,000+
Norwich Union 0.95% 0.95% 0.95% 0.90% 0.85%
Legal & General 1.00% 1.00% 0.90% 0.80% 0.80%

Each of the pension providers has a range of funds available to investors, which are set out here.

Details of Trail Commission

Please note that, whilst all contracts are set up with full initial commissions rebated, each Stakeholder provider may pay to clarity a percentage of the quoted annual management charge (ie not an additional amount) which we use to fund this Transaction service.

Please note that the value of investments and the income from them may go down as well as up. Past performance is not necessarily a guide to future performance. Investments in overseas assets carry an exchange rate risk and may cause the value of the investment to fluctuate. In addition, you are unable to draw benefits from your pension plan until age 50 at the earliest.

 

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