What is the annual charge?

The annual charge is £2.50 a year – equivalent to roughly 21 pence a month. It’s deducted once during the scheme year – which runs from 1 April to 31 March – if you have investments with us as of 1 April.

The annual charge is one element of our annual management charge, along with the management charge of 0.5% and a potential rebate on that management charge.

Read more about our annual management charge.

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