Moneybox Pension - How it works

All topics Moneybox Pension - How it works What fees will I pay for my Moneybox Pension?

What fees will I pay for my Moneybox Pension?

With the Moneybox Pension, you will pay an annual charge (the “Pension Charge”) equal to:

0.45% per year of the value of your Moneybox Pension on the first £100,000
0.15% per year of the value of your Moneybox Pension on the balance above £100,000

The Pension Charge is calculated daily and charged at the end of each month on the value of the investments held in your Moneybox Pension.

You’ll also be charged the fund provider fee, which varies based on the fund (or funds) you choose. You can see the fees associated with each fund in the app.

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It's important you know

Capital at risk. All investing should be regarded as longer term. The value of your investments can go up and down, and you may get back less than you invest.

Tax treatment depends on individual circumstances and may be subject to change in the future.

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