1% Pensions Charge Maximum Stays

Published / Last Updated on 07/11/2004

The Government has confirmed that pensions companies will not be able to increase their pension charges on Stakeholder Pensions above the current limit of 1% pa. The finance industry has been lobbying for some time that the 1% limit was too tight and left no room for covering the costs of administration, charges etc.   

Our view:

Insurers, pension companies and advisers have obviously found it very hard to deal with this.    For example, if you pay in £300 pm into a stakeholder pension.  This is a huge amount for most of us.  However, to an insurer that is £3,600 in year 1.  The maximum charge is 1% i.e.  £36!  Out of this £36 the insurer is required to pay for administration, costs of advice etc. Taking it further, if you invest £20pm that is £240 in year 1.  A 1% maximum charge is around £2.40! Is is any wonder that the industry wants change.  It takes an insurer around 12 -15 years to break even on this type of contract, let alone make a profit or pay their staff. Stakeholder will not survive.  Visit our site Stakeholder Cafe.com .

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