|
|
PEPs
PEPs - Although you can no longer invest into a PEP Chelsea can still offer you top discounts on transfers.
|
Insight Diversified Target Return Fund (29/10/08)
On page 34 of Viewpoint 22 we profiled the Insight Diversified Target Return fund. It has today been announced that the managers of this fund have resigned. We have since moved this fund to a hold rating whilst we assess the new manager.... |
|
|
|
|
You can no longer purchase a Personal Equity Plan (PEP). However, your existing ones will keep their tax-free status and become ISAs.
It is therefore, crucial, that you keep a close eye on the performance of the funds that you hold within your former PEP. The best way to do this is to re-register or transfer your existing PEP holdings into the Chelsea Portfolio fund supermarket, which will gain you a whole host of benefits including:
- A twice yearly top 350 fund review from Chelsea, giving your fund a Buy/Hold/Switch rating.
- Online access to your account, allowing you to monitor your PEP performance in minutes.
- Switching at a flat rate of 0.25% - you can quickly and easily move your under performing PEP online or via a simple letter of instruction.
If you would like to experience the benefits of moving your PEP to the Chelsea Portfolio please complete a PEP re-registration form. These can be found within our literature library.
However, if you do not wish to take this course of action you can still transfer your PEP holdings to a new provider and benefit from our market leading discounts:
To transfer your PEP to a fund within the Chelsea Portfolio please download this form.
If you wish to transfer to a fund provider directly then please call us for an application form on 0207 384 7300.
If you are unsure which funds to transfer or switch into, please take a look at our fund research.
If you would like a thorough review of the funds held within your PEP, we are able to offer our Chelsea Checkup, which will generically analyse the performance of your fund and offer Buy/Hold/Switch ratings. Download a Chelsea Checkup form.
Remember! All investments carry some risk. Before going any further, please read the Important Notice below.
|
