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Threadneedle Investments ISA and PEP Transfers Review


Threadneedle Investments ISA and PEP Transfers

 

Read Threadneedle Investments Company Review...click here



Threadneedle Investments ISA and PEP Transfers

If your PEPs or ISAs no longer meet your needs, you should consider transferring to Threadneedle Investments. Provided you transfer your PEP/ISA investments directly into another PEP/ISA eligible fund they retain their tax-free status. You should speak to your financial adviser if you are unsure which investments may be right for you.


Why transfer?

  • The performance of your investment is disappointing over the medium to long term
  • Your investment needs have changed
  • Your attitude to risk has changed
  • The management charges you pay seem too high
  • Your investments now look old fashioned and no longer suit modern investment conditions


Transferring to Threadneedle Investments:

  • Transfer your existing PEPs & ISAs directly to Threadneedle Investments, while still retaining their tax-free status
  • Choose from 35 eligible PEP/ISA funds
  • Speak to your financial adviser to find out how simple it is to transfer


Important considerations

  • If markets rise during a period when a transfer remains pending, this may lead to loss of income or capital growth
  • The value of investments can fall as well as rise and past performance is not a guarantee of future performance
  • Transferring your investments between managers may involve charges (that would not be incurred if the investment was not being transferred)

* Medium to long term means 5 to 10 years

For further information on Threadneedle Investments ISA and PEP Transfers visit the Threadneedle Investments website.


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