Charges and fees

Requesting a pension valuation has NO fees.

There is no fee associated with obtaining an up-to-date valuation on your existing UK Pension.

There is no fee to transfer your pension out of the UK:

QROPS trustee’s can charge as little as £300 per annum. This covers all HMRC reporting duties and requirements as well as the trust structure.

What’s the catch?

As with all performance related investments, growing your QROPS Pension Portfolio will have certain costs such as Annual Management Fees and Advisory Fees.

You should always insist on a full breakdown of all fees and charges, including advisory fees and have anything you are unsure of explained thoroughly.