Welcome to the Telefónica UK Pension Plan
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Non member section of the Plan
Investment charges
Cost is one factor that you might want to consider when deciding where to invest your retirement account. The fees charged by each fund manager for each available fund are shown in the table below:
| Manager | Fund | Fees (% per annum) |
|---|---|---|
| Standard Life | Managed Cash Fund | 0.29% |
| HSBC | Amanah | 0.53% |
| Trilogy | Global Diversified Fund | 1.13% |
| BlackRock | Diversified Growth | 0.80% |
| UK Focus | 1.36% | |
| (50:50) Global Equity Fund | 0.24% | |
| UK Equity Index | 0.24% | |
| Over 5 Year Index-Linked Gilt Index | 0.24% | |
| Over 15 Year Corporate Bond Fund | 0.25% |
Cost should not be looked at in isolation, for example, the return a fund has the potential to achieve may outweigh a higher annual fee. It is important to have a balanced view of the fund you are investing in.
Reduced fees
The investment fees shown above, for the majority of funds, are lower than would normally be charged by the managers. The Trustee of the Telefónica UK Pension Plan (‘the Trustee’) has used its buying power to negotiate a lower fee to pass onto you.
