Transfers and Amalgamation of Funds - Typical initial Fee For Defined Contribution Pensions – (Personal Pensions)


1.00% implementation fee. Minimum Fee £350.

The total initial fee will be capped at £2,500 for fund values of over £250,000.

Transfers of Defined Benefit Schemes – (Final salary schemes)
£750 Transfer Value Analysis Report (TVAS) + Suitability Report & payable on instruction.
Defined Benefit Implementation & Initial Advice Fees - Minimum £7,500 capped at £15,000 based on 2.5% of fund value.
(‘Enforced’ Defined Benefit transfers such as on Divorce are charged at Defined Contribution rates.)

Our Independent Financial Advisers are always happy to meet at our clients' preferred location and time and to have detailed initial discussions with no obligation.

Please contact us by calling 01949 836173 or email us on This email address is being protected from spambots. You need JavaScript enabled to view it.