SPRING STATEMENT: Whilst there were no new announcements coming from the Chancellor's Spring Statement, October's Autumn Budget included several forthcoming changes that might impact you. Find out more.

SPRING STATEMENT: Whilst there were no new announcements coming from the Chancellor's Spring Statement, October's Autumn Budget included several forthcoming changes that might impact you. Find out more.

Pension Transaction Costs for 2024

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For our Group Stakeholder Pension plans we provide one default fund (Mixed Portfolio Max 100% Shares), together with 7 other unit linked pension funds to choose from for your contributions.

For our Group Personal Pension plans we provide one unitised with profits fund, together with 7 other unit linked pension funds to choose from for your contributions.

For our Group Flexible Retirement Accounts we provide one default fund (Mixed Portfolio 20-60% Shares), together with 2 other unit linked pension funds to choose from for your contributions.

If you leave your employer's workplace pension scheme, your fund choice and charges remain the same.

All our unit linked funds are actively managed and incur both ongoing charges and trading costs when the fund manager buys and sells shares within the fund. Not all of these costs are incurred every time a security is traded. However, the charges for each of the unit linked funds are listed below: