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PEPs
PEPs - Although you can no longer invest into a PEP Chelsea can still offer you top discounts on transfers.
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Darius McDermott wins IFA Personality of the Year (22/01/10)
Darius McDermott, the managing director of Chelsea Financial Services, was last night awarded the IFA Personality of the Year title at at a dinner hosted by the Professional Adviser magazine. The award is voted for by industy professionals and Darius beat off competition from a number of well respec... |
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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.
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