Scheme pricing
We price schemes individually based on the expected scheme profile, taking into account any additional services, expected joiners, turnover and average contributions.
Annual management charge (AMC)
- The maximum AMC is 1.5%.
- Single contributions/Transfer values can have a different level AMC.
- We reserve the right to vary our charges.
- Some funds have higher charges.
Employer-funded fee
Our employer-funded fee charging structure lets you subsidise your employees’ costs by paying their plan administration fee of on their behalf and reducing their AMC. This means that, if an employee is making regular contributions, more of their money will be invested in their plan, making the scheme more appealing. Please note if you stop subsidising the fee the employees' AMC will return to the pre-subsidised fee and will no longer be discounted.
Tiered contributions
You can set up contribution structures based on age bands with our tiered contribution structures. Each band can have its own employer and member contribution rate.
Next steps
If you would like more information you should talk to a financial adviser.
Contact us
Call us on:
0870 60 00 337
If you have a specific question about company or group pensions visit our contact pages.