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