Plan Charges

Establishment Charge

Nil - Rossborough Financial will not make any charge for establishing the GPRP

Fund Based Charge

The GPRP fund based charge is an "all-inclusive" charge covering the investment management, Zurich's administration and the Trustee's fees and is deducted directly from the funds held in the members plan.

The charge is very competitive and is between only 1.15% and 1.45% per annum for the funds managed by Threadneedle Asset Management depending upon which funds the member's plan is invested.

Annual Fees

For administering the GPRP and providing financial/investment advisory services to members, as required under Sections 4(b) & 5 of the RTS Guidance Notes issued by the Comptroller of Income Tax, Rossborough Financial will charge a flat annual fee per member.

The annual fee per member varies depending on the number of members and ranges from £150 per member per annum to  £85 per member per annum for larger schemes.

The annual fee can either be paid by the sponsoring Employer (paid 6 monthly in advance) in addition to the Employer's pension contributions, or deducted monthly from the contributions prior to investment into the members plan.

It is possible that members holdings RTS through alternative providers may incur further costs for financial and investment advice, either levied as an additional charge against the funds held in their RTS or invoiced separately. This is not the position in respect of the GPRP where this service is included in the annual fee. 

Please follow the links below for more information on The Rossborough GPRP.

Member Information and Control
Structure and Administration
Investment Funds
Monitoring Investment Performance
Security and Flexibility
Communication with Members
Summary

Contact us

Rossborough Financial Services Limited

Email: enquiries@rfsl.co.uk

Jersey

Phone: 01534 500662
Fax: 01534 732262

PO Box 332, 41 La Motte Street
St Helier, Jersey JE4 9YA

Guernsey

Phone: 01481 241534
Fax: 01481 241535

PO Box 127, Rossborough House
Bulwer Avenue, St Sampsons 
Guernsey GY1 3HG

Meet the team

Meet the Rossborough Financial team and get in touch.
Meet the team page

Current Vacancies

Current Jersey Vacancies

There are no current vacancies

How to Complain

We are committed to providing you with a first class service but we recognise that there may be an occasion when you feel we may not have done this and wish to make a complaint*.

Please write to the appropriate undernoted company:

  • The Managing Director, Rossborough Financial Services Limited, PO Box 332, 41 La Motte Street, St Helier, Jersey JE4 9YA
  • The Managing Director, Rossborough Financial Services Limited , PO Box 127, Rossborough House, Bulwer Avenue St Sampson, Guernsey GY1 3HG
  • Or telephone:
  • Jersey (01534) 500662
  • Guernsey (01481) 241669
Or emailcguillaume@rfsl.co.uk or the person with whom you have been dealing and we will acknowledge your letter/email within 24 hours and provide a further response within 10 working days.

* Please note that you must utilise the Rossborough complaints procedure before you can approach the Ombudsman.

Financial Services Ombudsman

If your complaint is not resolved to your satisfaction you may be able to refer the matter to a Financial Services Ombudsman

  • Jersey - The Channel Island Financial Services Ombudsman service is available for consumers, microenterprises and certain Channel Island Charities. You can contact the Ombudsman office at PO Box 114, JE4 9QG, by email at complaints@ci-fo.org or through the website at www.ci-fo.org . Telephone 01534 748610.
  • Guernsey (including Alderney & Sark) - The Channel Island Financial Services Ombudsman service is available for consumers, microenterprises and certain Channel Island Charities. You can contact the Ombudsman office at PO Box 114, JE4 9QG, by email at complaints@ci-fo.org  or through the website at www.ci-fo.org . Telephone 01481 722218.

You can download this procedure in PDF form here.