PRODUCT GUIDE
Mortgage Products
Legacy
Disclaimer
Pension Products
Contact
Protection Products
Investment Products
General
PENSION PRODUCTS
GENERAL
CHARGING STRUCTURE
Switching Charge
The first two switches (from 26 January 98), or the first 6 switches for Flexible Retirement Portfolio, between funds in any period of 12 months are currently free. Each subsequent switch in the 12 month period is subject to a charge which is currently £25 per plan or contribution layer level. There is no charge for re-direction of contributions to different funds. There is no charge for investment switches for Premier Pension Plans.
From 6/4/01, there is no charge for investment switches for pre-Premier personal pensions, FSAVCs and Section 32 plans.
Mortgage Products
Legacy
Disclaimer
Pension Products
Contact
Protection Products
Investment Products
General
GENERAL CHARGING STRUCTURE
The first two switches (from 26 January 98), or the first 6 switches for Flexible Retirement Portfolio, between funds in any period of 12 months are currently free. Each subsequent switch in the 12 month period is subject to a charge which is currently £25 per plan or contribution layer level. There is no charge for re-direction of contributions to different funds. There is no charge for investment switches for Premier Pension Plans.
From 6/4/01, there is no charge for investment switches for pre-Premier personal pensions, FSAVCs and Section 32 plans.
