Although you are no longer able to set up a PEP or invest more money in one, it is possible to transfer an existing PEP to a new fund platform with a better rate of return than you are currently getting, where you can continue to invest your money tax free. This article provides an overview of the PEP transfer process.
PEP Transfers
PEP transfers enable you to switch to different investment funds. Transferring your PEP enables you to get rid of your existing PEP investments and replace them with new better performing ones, whilst still maintaining your tax free status.
Advantages of PEP Transfers
PEP Transfers Process
What Information Do I Need to Arrange a PEP Transfer
In order to transfer your PEP all you need are details of your existing PEP
U-Manage specialises in arranging ISA and PEP transfers for people looking to diversify their portfolios and improve the return on their investments For further details please click here PEP Transfers or telephone 01489 505 186.