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PEP Transfers
Let an expert assist you with your PEP transfer. Click below to access our PEP transfer service:
Top Unit Trust PEP Funds
PEP Special Offers
A PEP transfer preserves the tax-free returns of a PEP investment while enabling you to transfer the funds to a new investment manager. For further information about PEPs, PEP transfer and access to our preferred PEP funds, visit the PEP page.
If you are unsure how to get the best out of your PEP and are interested in a PEP transfer let a firm of award winning financial advisors experienced in all aspects of PEP transfer assist. For expert PEP transfer assistance call 01225 428444, click on the call me button below or use the menus to access the enquiry centre for more information.
Important: You are welcome to use our on-line facilities to obtain quotes and to action your PEP transfer. However, you will usually get a better deal by speaking to our brokers than you will from an on-line service. Our brokers have access to the latest offers and are waiting to get you the best prices. Complete an enquiry form or pick up the telephone and a broker will do the rest. It's Free to you!
If you know what you are looking for follow the quick links below or the menus on the right & left will guide you to in depth online financial information and simple online quote & transaction capabilities:
PEP Transfer Tax Planning
Alternatively use one of our simple forms that can also be found using the links above and an expert in PEP transfers will contact you.
What is a PEP Transfer?
A PEP transfer allows you to transfer your PEP from the funds of one PEP Plan Manager to those of another without losing the PEPs tax benefits.
Gains and income that occur within PEP funds will remain tax-free.
The PEP transfer must transfer all of the PEP funds. Not so doing will mean that the tax benefits will be lost for good.
Switching the proceeds of your PEP fund to an ISA would use up all or part of your ISA allowance for that year.
You can make any number of PEP transfers.
Why PEP Transfer?
Your PEP performance may be unsatisfactory (e.g. it may be under-performing its sector).
Your attitude to risk may have changed since you started your PEP. A PEP transfer will enable you to adjust to suit your needs· A need for income rather than growth from your PEP or vice versa is often a driver for a PEP transfer to meet your new requirements.
Change the sector(s) in which the PEP is invested through a PEP transfer to enable you to benefit from changing market conditions· A PEP transfer will enable you to merge a Single Company PEP with a general PEP fund in order to spread your investment risk.
A PEP transfer will enable to split your PEP between investment managers if you so choose.
You may wish to amalgamate several PEPs into one account whilst maintaining the original fund to simplify paperwork.
A PEP transfer could provide an opportunity to reduce ongoing charges.
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