Full Report Services
| Pension Switch/Transfer* | £260 |
| Pension single/regular contribution | £160 |
| Income Drawdown (new) | £260 |
| Income Drawdown (existing plan) | £200 |
| Annuity | £180 |
| Investment Consolidation | £210 |
| Investment Lump Sum | £160 |
| Protection | £160 |
*Pension Switch charge applies for up to 4 pension plans being switched – in excess of this are an additional £60 each.
Annual Review Letters £85 per hour, subject to cap at £250.
Additional recommendation in the same report is a further £60 each, i.e. Pension Consolidation plus Investment in same report = £260 + £60.
Additional Research/Ad hoc Services based upon nominal £85 per hour.
All services are subject to VAT