Do you know how well your
existing PEPs and ISAs are performing?

The difference between a top performing and bottom performing fund is staggering. Over 5 years, a UK Growth PEP taken out for £6000 could today be worth as much as £17536 or as little as £4616, depending on which fund manager you invested with (Source Lipper Hindsight Offer to Bid 29/11/96 to 30/11/01) .It pays to make a study of fund managers and we do that for a living.

The PEP and ISA service offers clients a free, absolutely no obligation annual review of all of their holdings. We provide a comprehensive review of each existing investment and if they are performing well, we recommend leaving them as they are. If their performance is unsatisfactory, there is no need to feel helpless. It is possible to transfer to another PEP or ISA plan and we will recommend an alternative.

Large holdings in Single Company PEPs?
All of your PEP investments in the UK markets?

In April 2001, the rules governing PEPs were changed to bring them into line with those for ISAs. Single company PEPs may now be transferred into general PEPs, allowing investment in unit trusts, thus diversifying the single company investment and reducing risk. In addition, a PEP may now invest in different geographical markets. It is an opportune moment for investors to review their PEP holdings.

Too much PEP and ISA paperwork?

If you would like to consolidate all of your PEPs/ISAs with a single administrator but do not want to lose access to a wide and varied range of investment funds, then we can help.

Contact us for further information

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