| Tiers | Percentage of Funds Invested |
|---|---|
| First £0 to £100,000 | 2.00% |
| £100,001 to £250,000 | 1.50% |
| £250,001 to £500,000 | 1.00% |
| £500,001 to £1m | 0.75% |
| £1,000,001 to £2,000,000 | 0.50% |
| £2,000,000 plus | 0.00% |
| Switching plans | Additional £250 per plan |
| Service Level | Assets Under Management | Ongoing Adviser Charge (pa) |
|---|---|---|
| Primary | £0 to £250,000 | 0.85% |
| Lifetime (accumulation) | £250,000 to £500,000 | 0.75% |
| Lifetime (decumulation) | £0 to £500,000 | 0.75% |
| Wealth | £500,000 to £1m | 0.65% |
| Premier Wealth | £1m + | 0.65% |
| Wealth Builders | Below £250,000 | 0.85% |
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