PEP transfers
Personal Equity Plans (PEPs) are very similar to ISAs although they have not been available to new investors for some years. Your PEPs should be reviewed on a regular basis because you are allowed to switch between fund managers without losing the PEPs tax free status. This allows you to move your money if a fund manager has underperformed or your investment objectives have changed.



Individual Savings Accounts

Investment supermarkets

PEP Transfers

Portfolio Planning