Note: Property and certain non-standard investments may be subject to a once off takeover charge.Please use our online application form for this figure.
All essential services at your fingertips in
a cost effective manner.
Available to clients from the 2nd year.
A full service package including a
dedicated scheme administrator and
A tailored package including dedicated
account management and additional personalised services
Please speak with a member of the support team if you require a service which you feel is not covered within this menu.
New customers can only use managed or bespoke in the first year, from year two onwards, a switch to ‘core’ is possible
Core service customers can acquire the pension payroll app within their plan, please speak with a member of the support team.
Telephone enquiries: 330 311 0088