For financial advisers only
Charges made simple
One Retirement’s charges are simple and transparent – so your clients can see exactly what they’re paying for. There are three main types of charges:
One Retirement charges
This charge covers the cost of administering your client's account. This simple charge rewards consolidation of assets and is taken monthly from your client's account.
These charges cover the cost of managing investments and checking they’re performing as expected. They’ll vary depending on the assets chosen. The fund charge is sometimes called the ongoing charges figure (OCF).
These charges are for the advice you give and are agreed between you and your client.
You can find out more in our Charges guide (PDF - 365kb)(Opens new window).
We may vary these charges in future.