Quick Enquiry
There are several providers and we have access to them all.
In this day and age when one’s pension plans or drawdown (USP) is a fund of money one needs to be able to manipulate the fund with ease, for example with a transaction on the same day from one’s home office. Our preference for these investments is providers that have the ability to allow you the investor to see ones own fund and manage it yourself from home with speed and efficiency. With this in mind we have such a provider and as an investor you will have access to over 1,000 funds from multi providers within your plan. For this provider you will need a minimum of £100,000.00 your drawdown (USP) plan. You will be provided with your own access to the providers website where you will be able to monitor your fund on a daily basis. You will also be able to switch your fund enabling you to make investment decisions. We have also available the latest fund information on this website to enable you to look at the funds and decide what you want to do. We have a guide to fund management available in this website. The provider also has 3 funds available that are for the low, medium and heavy risk investors that may not wish to make these decisions rather watch from a distance.
We have a secondary provider with multi investment links but at this time they do not have the technology in place like our preferred provider.
Should the fund size be £50,000.00 or above as there are plenty of people with smaller funds or collective of funds out there of £50,000.00 or over. These may not be in the same pension plan as generally it is common for people to have several pensions past and present plus many people have in the 80’s opted out of SERPS which can amount to a sizeable amount over the years. We have therefore a provider that will look at funds from £50,000.00 or over but as such they do not have the same technology in place currently as our preferred provider. Switching is available but one has to do it via fax and fund watching is via a telephone service. They are developing the necessary software to enable clients to receive a better level of service.
One can still transfer all old paid up pensions with a value to our preferred provider and not place in a drawdown plan rather into a personal pension plan and manage accordingly. The £100,000.00 limit is for the Drawdown (USP) plans only.
