Investments

Basic Report £85

New ISA/Cash ISA Transfer/Equity Release

Intermediate Report £110

Investment ISA Transfers/New Pensions/BPR/Annuity

Pension Transfer Report from £160

each additional transfer is £25 (eg 3 Pension Transfers = £210)

Annual Review Reports

Basic Review Report £55

Review Report with BED & ISA or Fund Switch £80

Protection

Single Life Reports £100

Additional per policy (eg Level Term and FIB) £25

Joint Life Reports £150

Additional per policy (eg Level Term and FIB) £25

Daily rates

If you would prefer to pay on a day basis the rates are as follows:

1 Day per week = £250 per day

2 Days per week = £230 per day

3+ Days per week = £210 per day

Day rates are subject to availability.