Member Charges
For period to 5th April 2022
Investment Charges
Annual management charge 0.5% of fund value
Post-Retirement* Charges
After a review by the trustees of the Scheme, all post-retirement member charges have now been removed.
*Retirement refers to the date you start drawing benefits from your BCF pension pot, not necessarily when you stop working. Members can set their retirement date any time after their 55th birthday and can continue to work after this date.
General
Where additional work is required for an individual investor then additional fees are payable on a time cost basis at a rate of £40.00 to £125.00 per hour. When possible we will notify the member of the likely charges in advance. The above charges do not include VAT which is charged at the rate appropriate to the services provided.