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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