For intermediaries only
Charges made clear
One Retirement’s charges are clear – so your clients can see exactly what they’re paying for. There are three main types of charges.
We may vary these charges in future.
One Retirement charges
This charge covers the cost of administering your client's account. We take this charge monthly from your client's account. As you can see from the table below, the percentage charge for values above £250,000 reduces. So the higher the value of assets they have on One Retirement, the less their yearly percentage charge will be.
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)(Opens new window).