You will currently pay fees and charges for your NatWest Invest Pension as follows. Please note, these could change and be higher in the future.
Fund ongoing charge is capped at 0.40% a year
This charge is taken directly from the fund by the Manager. It is made up of an annual management charge averaged out over the year and taken on a daily basis, and other expenses relating to the underlying investments that are taken when they arise.
Platform fee up to 0.15% a year
NatWest takes a quarter of this fee directly from your pension fund four times a year, based on the average value of your investments over the relevant quarter: 31 March, 30 June, 30 September, and 31 December.
NatWest pays Embark Services Limited a fee to operate the NatWest Invest Pension. You don’t pay Embark Services Limited any additional fee in relation to the administration of your pension.
Data accurate as of November 2022. Rates may change.