DC Pension Transfers

£175 - consolidation of data, all calculations, fund factsheets/fund information, requesting illustrations, RFR and Compliance submission.

DB Pension Transfers

£450* - TVAS/APTA Report (SelectAPension), consolidation of data, all calculations, fund factsheets/fund information, requesting illustrations, RFR and Compliance submission.

*Please note that this charge is for 1 DB Scheme. If there is more than 1 DB Scheme to be transferred, there will be an additional charge of £100 per Scheme.  

Regular Pension

£100 – fund factsheet, requesting illustration, RFR

At Retirement incl. Flexible Drawdown and Drawdown to Drawdown Transfers

£175 - consolidation of data, all calculations, fund factsheets/fund information, requesting illustrations, RFR and Compliance submission.

Annuities

£150 – Provider research (if required), RFR and Compliance submission

Enhanced Annuities

£150 – Provider research (if required), RFR and Compliance submission

Regular ISA

£100 – requesting illustration and RFR

ISA Transfer

£130 – charge comparison/fund comparison (reasons to transfer), requesting illustration and RFR

Investment Bond – incl. encashment and subsequent re-investment of monies

£150 – all calculations, fund/charges comparison, requesting illustration, RFR and Compliance submission

UT/OEIC/Investment Fund

£130 – transfer of UT/OEIC/Investment Fund, all calculations, fund/charges comparison, requesting illustration, RFR and Compliance submission

£100 – new UT/OEIC/Investment Fund, requesting illustration and RFR

Please note that I conduct a file check prior to submission to make sure that the documents are in line with Compliance procedures.  

Factfinds 

Flat fee of £30 to put a case onto XPlan