Concept Group Limited

Innovators in Pension Trusts, Trustees and Corporate Administrators

Objective Prepared to accept Name Deed Fees
Minimum cost Skandia underlying product Quantum Aurora Libertai Formation fixed at £ 645 Annual fixed at £ 845
Minimum Cost with Investment Freedom Member wishes to direct Investment decisions themselves or Unregulated Investment Manager Restricted to one Bond or Discretionary Manager or Custody and Execution Account, additional accounts opened for £250 each. Trustee has no responsibility, power or duty to review investment decisions Libertaï Aurora Libertaï Formation fixed at £750 Annual fixed at £995
Complex and bespoke investment strategies involving trustee responsibility Involvement of trustee in approving investment manager and investment decisions Bespoke Aurora Formation 0.5% Minimum £2,500 Maximum £10,000 Annual 0.5% Minimum £2,500 Maximum £10,000
Complex and/or bespoke investment strategies minimising trustee involvement Trustee has no responsibility, power or duty to review investment decisions Bespoke Aurora Libertaï Formation 0.5% Minimum £2,500 Maximum £10,000 Annual 0.5% Minimum £2,500 Maximum £10,000

Compare Aurora QROP schemes

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