Overview
Technical resources
Tax planning opportunities for 2024/25 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
Technical hub Retirement income Regulation, due diligence and compliance Training support
Technical matters
Technical matters
Tax planning opportunities for 2024/25 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
A flexible adviser fee service
Our Adviser Fees service provides you with the flexibility you need to manage fee arrangements with your clients.
Each month you’ll receive a consolidated payment made to your bank account covering all your fees. You can apply different fees to separate accounts held by one client. Each fee operates independently, which lets you apply different rates as necessary. This service can be used with our ISA, Investment Accounts and our Pension, but does not cover products provided by Standard Life.
Initial fees
- Can be set up as a fixed monetary amount or a percentage of the assets invested
- Can be paid by the client through adding the fee to the investment amount
- For regular saving plans, the fee is deducted from contributions before they’re invested
Ongoing fees
- Can be set up as a fixed monetary amount or a percentage of the assets invested
- Can be amended at any time in agreement with your client
- Are deducted from either cash, the client's largest holding, or a nominated investment
Specified fees
- Can be taken from accounts as a fixed monetary amount
- Deducted from cash or by redeeming units/shares.