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Transfer existing Zurich PPP??

Noelle_2 · 2008-10-05 11:12:52

My partner has an old Allied Dunbar (now Zurich) PPP which he has been making contributions into for the past 20 years. It is a high risk stocks and shares fund, but as markets move in cycles he isnt worried about this just yet (hes 40). My concern is he has been advised to transfer and continue with a new Futureproof…

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dunstonh Posts: 119,623 Forumite

9 October 2008 at 12:36AM

There appears to be a management fee of 3/4 % on the fund per annum and certain expense deductions.

You may find that the amc is fully rebated. It is more often than not. This is what makes them so hard to justify to move.

I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.

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