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Guide to PEP Transfers

The Benefit of PEP Transfers

Did you invest in a PEP before 1999?

Is your PEP sitting untouched in a fund that you don’t actively manage?

Although it’s no longer possible to invest more money in PEPS you can transfer your PEP to a new fund platform with a better rate of return than you are currently getting, where you can continue to invest your money tax free.

What are PEP Transfers

PEP transfers enable you to change the funds that you invest in through your PEP.

By transferring your PEP you can get rid of your existing PEP investments and replace them with new better performing ones, whilst keeping your tax free status.

PEP Transfers

We arrange PEP transfers through Fidelity Funds Network.

It’s the UK’s leading fund supermarket and contains over 900 funds from 54 different fund companies.

By transferring your PEP to Fidelity Funds Network you will be able to diversify your PEP investments across a range of funds and providers.

Once you have transferred your PEP to Fidelity Funds Network, you will be able to track and monitor your portfolio quickly and easily on-line.

Reasons You Might Want to Consider PEP Transfers

  • If you want to choose new PEP funds to invest in

  • New funds have become available that didn’t exist when you set up your PEP

  • You want to diversify your investment portfolio

  • You’re unhappy with the performance of your current PEP fund

PEP Transfers to Fidelity Funds Network

Transferring your PEP to Fidelity Funds Network will enable you to:

  • Have access to over 900 funds from 54 leading fund companies.

  • Simplify the management of your PEP investments by keeping them all in one place.

  • Call up portfolio reports and valuations at the click of a mouse.

  • Switch between funds quickly and easily whenever you want to.

  • Diversify your portfolio and spread your risk.

  • Deal with just one company and avoid receiving lots of different statements.

  • Keep you’re the funds you currently have.

  • Receive up to date valuations 24 hours a day, 7 days a week, 365 days a year.

  • Plan and implement changes to your portfolio quickly and easily.

PEP Transfers Process

Step 1:

If you decide that you would like to transfer your PEP to Fidelity Funds Network, please click below to download the application form and Letters of Authority for each fund manager you want to transfer from:

PEP Transfer Application Form

Letters of Authority

Step 2:

Complete the application form and Letters of Authority.

Step 3:

Send the completed form and letters to:

Lawrence Clarke Limited

Pavilion 2

Little Park Farm Road

Segensworth West, Fareham

Hampshire

PO15 5TD

Step 4:

When we receive the forms we will contact the fund companies on your behalf to tell them that you want to transfer your PEP.

Please note:

PEP transfers normally takes between 4-6 weeks and we will write to let you know when the process has been completed.

Your money remains invested throughout this PEP transfers process.

This means that you won’t miss out on any fund performance.

What Information is Needed to Arrange PEP Transfers

To arrange PEP transfers it is necessary to have:

Details of your existing PEP( for instance your PEP provider’s contact details and an approximate current value of the PEP plan).

You can find all the details necessary for PEP transfers in your last annual statement.

Do You Have to Pay for PEP Transfers

We do not charge you anything to arrange PEP transfers on your behalf. However, it is possible that your existing PEP manager might charge an exit fee.

Please telephone us on: 01489 505 186 or complete the call me back form, if you’d like any further information from one of our PEP transfers experts.

 

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Copyright © 2005 Lawrence Clarke Limited (Pavilion 2, Little Park Farm Road, Segensworth, West, Fareham, Hampshire, PO15 5TD) an appointed representative of The Burns-Anderson Independent Network PLC, 27 Great George Street, Bristol BS1 5QT, which is authorised and regulated by the Financial Services Authority.

The Burns-Anderson Independent Network is entered on the FSA register (www.fsa.gov.uk/register) under reference 126191