Fee
guide

Our advice fees are outlined below.

All of the below costs are exclusive of VAT. VAT may be charged.

Telephone advice consultation charges:
Telephone consultation – any combination of BT defined benefit pensions and BT defined contribution schemes
Telephone consultation – BT defined contribution benefits
Fee:

£995    1



£600    1


Additional charges
(in addition to above fees):
Consultation on any non-BT pensions


Ongoing advice charge


Additional advice costs for complex cases


Description:


Payable before the advice journey starts


Subject to a minimum and maximum of 0.4%
Fee:


£2,000 for Defined Benefit    1
£1,000 for Defined Contribution    1
0.4%    2


£500 - £10,000    1
(subject to consultation)


    1   VAT does not apply, and so will not be added to these fees.

    2   In some circumstances VAT may apply. Whether or not VAT will be applied will be made clear to you before you sign up to the service.