Individual Savings Plans (ISAs) were introduced in April 1999 and replaced Personal Equity Plans (PEPs). Although it is no longer possible to make further contributions to a PEP, existing investments remain tax-free and transferable from one Plan Manager to another. This is often overlooked, but can enable you to consolidate your investments and thus make it easier for you to manage them. With a minimum transfer value of £1,000, it's easy to transfer both single company and general PEPs as well as existing ISAs to Allianz Global Investors.
PEP/ISA transfer benefits:
- consolidate and simplify your tax-free investments
- easy transfer process
- minimum transfer value of £1,000
- a wide choice of funds
If you have any questions please contact our Investor Services Team: 0800 317 573.
|
