Next Generation Technical Support

Financial Advisers

What are the costs of the Specialist Adviser Service?

Specialist Adviser Service

The cost of the advice for  pension transfers below £700k is 3% with a maximum of £10,500. The cost of the advice for transfers above £700k is 1.5% with a maximum of £22,500.

These costs are net of introducer fees.

The cost of the advice for protection products which are implemented via our Business Protection Specialist Adviser Service will be paid via commission. This commission will be disclosed in accordance with the FCA regulations.

Costs of advice in respect of other areas of planning will be agreed with the appropriate specialist adviser.

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