Scottish
Investment Trust ISA and PEP Transfers
Scottish Investment Trust ISA and PEP Transfers
Over
the years, The Scottish Investment Trust ( SIT ) PEP has offered
a highly attractive combination of low charges and consistent
performance. Now that PEPs are 'ringfenced' - with no new
annual investments allowed - the low charging structure of
The Scottish Investment Trust PEP has taken on a new meaning.
With
transfers of past years' PEP investments still allowed between
managers, many investors are taking the opportunity to consolidate
their existing holdings - concentrating on those low-cost
managers who have provided consistent returns. PEP consolidations
offer:-
- Administrative
simplicity - fewer forms and reports
- An
opportunity to eliminate 'the laggards' from one's overall
PEP portfolio
- A
chance to cut costly ongoing charges significantly
For
more information, request the Scottish Investment Trust's
'PEP Transfer Facility' pack.
SIT
Savings Ltd, a wholly owned subsidiary of The Scottish Investment
Trust PLC, is the plan manager of The SIT PEP and is authorised
and regulated by the Financial Services Authority.
For
further information on Scottish Investment Trust ISA and PEP
Transfers visit the Scottish Investment Trust website.
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