Fee
guide

Our advice fees are outlined below.

All of the below costs are exclusive of VAT. VAT may be charged.

Telephone advice consultation charges:
Fee:
Telephone consultation – any combination of BT defined benefit pensions and BT defined contribution schemes
£9951
Telephone consultation – BT defined contribution benefits
£6001
Additional charges
(in addition to above fees):
Description:
Fee:
Consultation on any non-BT pensions
Payable before the advice journey starts
£2,000 for Defined Benefit1
£1,000 for Defined Contribution1
Ongoing advice charge
Subject to a minimum and maximum of 0.4%
0.4%2
Additional advice costs for complex cases
-
£500 - £10,0001
(subject to consultation)

1 VAT does not apply, and so will not be added to these fees.

2 In some circumstances VAT may apply. Whether or not VAT will be applied will be made clear to you before you sign up to the service.