2022-03-22 GDD

As an example - Let us say you have an existing pension fund to the value of £100,001. The
cost of initial advice would £1063.
If you required us to continue overseeing your pension fund, the cost each year would
depend on how much your pension fund increased or reduced in value, for example:
• If your pension fund remained at £100,000, the charge would be £1000
• If your pension fund grew by 5% to £105,000, the charge would be £1050
• If your pension fund fell by 5% to £95,000, the charge would be £950
Please note - You are able to cease further charges at any time, subject to confirming this in
writing to us.
Page 29 of 34 General Disclosure Document 23/3/2022