You cannot make further contributions to a PEP, but it is a good idea to review your plan, as your circumstances may have changed since you originally took out your plan. You may have made a lot of money and now want to look at moving your fund to lower risk investments. You may be able to switch the funds within your PEP or you can move it to another provider who has a wider choice of funds.
Poor performance is another good reason to move your PEP. If your plan is not performing you can switch your funds or move your plan to another provider with better investment options.
We offer an independent investment service to review your PEP and can advise you on fund switches and transfers to another provider
General Enquiry Form
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