With the Moneybox Pension, you will pay an annual Service Fee (previously called 'Platform Fee'). For the Moneybox funds, we charge a 0.15% Service fee, capped at £150 per calendar year, and the fund fee is 0.29%.
For investments in all other funds, the Service Fees are 0.45% per year of the value of your Moneybox Pension on the first £100,000, or 0.15% per year of the value of your Moneybox Pension on the balance above £100,000.
This fee is calculated daily and charged at the end of each month from the value of your investments.
You’ll also be charged the fund provider fee. This will vary depending on the fund you choose. You can see the fees associated with each fund on the Key Investor Information document, or anywhere you choose to amend your allocations (Settings > Allocations).
