2022-03-22 GDD
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How much does it cost?<br />
• To take over your existing pension fund, prepare our advice and carry out transactions:<br />
Value of the pension fund<br />
Charge rate<br />
£1 - £50,000 £600<br />
£50,001 - £100,000 £831<br />
£100,001 - £150,000 £1,063<br />
£150,001 - £200,000 £1,294<br />
£200,001 - £250,000 £1,526<br />
£250,001 - £300,000 £1,758<br />
£300,001 - £350,000 £1,989<br />
£350,001 - £400,000 £2,<strong>22</strong>1<br />
£400,001 - £450,000 £2,452<br />
£450,001 - £500,000 £2,684<br />
£500,001 - £550,000 £2,916<br />
£550,001 - £600,000 £3,147<br />
£600,001 - £650,000 £3,379<br />
£650,001 - £700,000 £3,610<br />
£700,001 - £750,000 £3,842<br />
£750,001 - £800,000 £4,074<br />
£800,001 - £850,000 £4,305<br />
£850,001 - £900,000 £4,537<br />
£900,001 - £950,000 £4,768<br />
£950,001 - £1,000,000 £5,000<br />
£1,000,000+ 0.50% of pension fund<br />
• Where we are subsequently required to advise on additional investments:<br />
Per amount of additional pension contribution or Charge rate<br />
transferred pension fund<br />
£50,000 £400<br />
• To provide continuing oversight:<br />
Value of pension fund<br />
Charge Rate<br />
Minimum charge<br />
Charge rate<br />
1.0%pa of investment value<br />
£250pa<br />
Page 28 of 34 General Disclosure Document 23/3/<strong>20<strong>22</strong></strong>
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