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Our Charges - PEP or ISA Transfers

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This table shows how much it will cost to transfer an existing PEP or ISA to Allianz Global Investors from another plan manager.

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space     Investment Funds  
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space Lump sums      
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space Minimum Investment   £1,000  
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space Minimum per fund/trust   £1,000  
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space Maximum no. of funds/trusts   7  
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space Withdrawals      
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space Minimum remaining balance   £500  
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space Charges      
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space Annual   -  
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space PEP/ISA Transfer In   3%(1)  
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space PEP/ISA Transfer Out   No charge  
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space Switching discount   2% ie pay 1%(1)  
 
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space (1) 0% for UK Index Fund and European Index Fund.
 
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 © Allianz Global Investors (UK) Ltd. and RCM (UK) Ltd. 2005 Jump to the top