Retirement Planning Guide

Planning for retirement can seem like a daunting task but it is important to think about how you are going to support yourself financially in your later years.

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Fees explained

What fees do I have to pay?

At Willis Owen, we like to keep charges clear and easy to understand. When investing you will pay a Willis Owen service fee as well as investment charges. If you invest in more specialist things like shares, investment trusts and exchange traded funds, you may also pay trade fees and government levies. Further details of all costs and charges can be found below and include VAT where applicable.

You can get an idea of how much you might pay in fees by using the ‘Charges estimator’.