PEP Transfers

Investors have been unable to contribute fresh cash to PEPs since April 1999 when the Government introduced ISAs as a replacement. They were, however, allowed to retain investments made up until that date and indeed they can still actively manage such portfolios. They also have the option of switching plan managers if they so wish and those investors who believe that they could benefit by switching management of their PEP to Cunningham Coates should contact this office.

Palm House at Botanic Gardens, Belfast