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Many PEP investors' personal and financial circumstances will have changed a great deal since their initial PEP investment, which could be fifteen years ago. Although it's not possible to make further contributions into a PEP, the investment remains tax-free and transferable from one plan manager to another.
At Allianz Global Investors we have made it easy for investors to transfer their PEP, or even an existing ISA, to us. Once the transfer application form has been completed and returned to us, we'll do all the hard work, keeping you and your client informed along the way.
Investment Advantages:
- easy transfer process.
- minimum transfer value of £1,000.
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