PENSIONS Transfer in Charges
Payment of Benefits/ Transfer Out Charges
Cash transfer: £20 In specie: £50 per asset Benefit calculation: £125 (First tranche £150 pa,
then £75) Annuity purchase: £150 Transfer out: £150 (Free if IFA completes paperwork) Flexible drawdown: Registration/set-up £125, maintenance £150 pa, additional tranche £75, exhausting fund £125
Cash transfer: £20 † In specie: £50 per asset
Benefit calculation: £125 (First tranche £150 pa,
then £75) Annuity purchase: £150 Transfer out: £150 (Free if IFA completes paperwork) Flexible drawdown: Registration/set-up £125, maintenance £150 pa, additional tranche £75, exhausting fund £125
Cash transfer: £20 In specie: £50 per asset Benefit calculation: £125 (First tranche £150 pa,
then £75) Annuity purchase: £150 Transfer out: £150 (Free if IFA completes paperwork) Flexible drawdown: Registration/set-up £125, maintenance £150 pa, additional tranche £75, exhausting fund £125
hoose from a choice of pre-selected panel of DFM’s. Cash transfer: £100
In specie: £100 + £25 per invest (Investments + Cash), £600 (Property)
Cash transfer: Nil Annuity purchase: £150
Income set-up: £150, payroll £120 pa. Exhausting fund £150
Transfer out: £100 Benefit calculation: £125 per tranche, income £125 pa
In specie: £210 property transferred Transfer out: £100 in, £795 property contribution, £265 Flexible drawdown: Registration/set-up £125, income other assets contribution
payments £125 pa
t). Charges: Set-up Fee: £205, Annual Admin: £265. Investment Options: Single investment only into one fund platform/Trustee Investment Platform of investor’s choice or whole fund is taken during first policy year.
Cash transfer: £58 per transfer In specie: As per purchase charge (e.g. £124 for DFM account)
Annuity purchase: £129 Income set-up: £129, £13 automated regular pay-
ments Transfer out: £129 (Plus £430 closure fee if final transfer)
Flexible drawdown: As income set-up
nd up to 0.75% pa of the cash balances held. Cash transfer: Nil
In specie: Nil Annuity purchase: £129
Income set-up: £129, £13 automated regular pay- ments Transfer out: £129 Flexible drawdown: As income set-up
ms and other standard investments from the whole of the market. Cash transfer: Nil
Annuity purchase: Nil In specie: Nil
Income set-up: Nil Transfer out: Nil Flexible drawdown: Not available
£10K or £150 pm. Charges: Charges based on total assets held by client, first £99,999 charged at 0.35%, next £150K - 0.30%, next £750K - 0.27%, over £1m - 0.22%. 05% over £25K.
March 2015
77
UK Shares/AIM Unquoted Shares Gilts/Bonds Deposit Accounts Commercial Property Convertible Securities Futures & Options Investment Trusts Unit Trusts/OEICs Insurance Cos Funds Warrants
PIBs TEPs
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