low cost administration

Nowadays there is a wide choice of ways in which investments can be held. This choice includes, amongst others, traditional insurance companies, Self Invested Personal Pensions, “wraps”, and fund supermarkets. With such a wide choice, offering significantly different costs, features and benefits, it is important that all options are assessed carefully, to determine the most suitable structure to meet individual requirements.

The criteria typically include low cost administration, whole of market investment choice and lower costs in line with those negotiated by institutional investors. The objective is to recommend and ultimately deliver an efficient, cost effective administration process that meets the customer’s aspirations.