These are the costs associated with Wealth Wizards’ services for you if your employer isn’t paying for the service on your behalf.
Pension Wizard: Annual Review Service
If you are receiving an Annual Review Service where your employer covers the cost, then there is no charge to you for this service whilst you are employed. If you are in doubt if this applies to you please contact us at firstname.lastname@example.org.
Otherwise, we charge a fixed fee which is as follows:
Pension – Pre Retirement £100 pa
Pension – Post Retirement 0.5% of the total market value of the investment funds that we manage on your behalf eg for a fund of £100,000 our fee will be £500 per annum.