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Tel: 01489 505 186 |
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| Guide To PEP Transfers |
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Pep Transfers
Although it’s no longer possible to invest more money in your PEP, you can transfer it to a new platform which will let you:
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Invest in funds that may not have existed when you set up your PEP
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Diversify your investment portfolio
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Get a better rate of return than you are getting with your current PEP fund
We currently recommend using Fidelity Funds Network for PEP transfers as it has one of the widest fund ranges available in the UK.
The Benefits of Transferring Your PEP to Fidelity Funds Network
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Gain access to over 900 funds from 54 leading fund companies.
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Simplify the management of your investments by keeping them all in one place.
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Call up portfolio reports and valuations at the click of a mouse.
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Switch between funds quickly and easily whenever you want to.
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Diversify your portfolio and spread your risk.
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Deal with just one company and avoid receiving lots of different statements.
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Keep you’re the funds you currently have.
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Receive up to date valuations 24 hours a day, 7 days a week, 365 days a year.
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Plan and implement changes to your portfolio quickly and easily.
Transferring your PEP with us is FREE of CHARGE
How to Transfer Your PEP
To transfer your PEP, please click below to download the application form and Letters of Authority for each fund manager you want to transfer from:
Complete the application form and Letters of Authority and then send the completed form and letters to us at:
Lawrence Clarke Limited
Pavilion 2
Little Park Farm Road
Segensworth West, Fareham
Hampshire
PO15 5TD
What happens next:
When we receive the forms we will contact the fund companies on your behalf to tell them that you want to transfer your PEP.
PEP transfers normally takes between 4-6 weeks and we will write to let you know when the process has been completed.
Please note:
Your money remains invested throughout this Pep transfer process, which means that you won’t miss out on any fund performance.
Speak to an PEP Transfers Expert
If you would like to speak to an PEP expert about the PEP transfers process or the different options available to you then please:
Telephone us on: 01489 505 186
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Email us at: u-manage@lawrenceclarke.co.uk
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Complete the call me back form on the right hand side of this page, and a member of our Pep transfers team will telephone you at a time that is convenient for you.
This service is free of charge.
Call me back
Request a call by filling out the form below. All fields are required
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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