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Home About Phoenix Life Independent Governance Committee Costs and charges

Costs and charges information

Find the costs and charges of your workplace pension and view example fund illustrations

New regulations now ask Independent Governance Committees (IGC) to publish costs and charges information in more detail. This includes the ongoing charges and transaction costs for all funds that Phoenix customers can invest in, and example illustrations showing the effect these charges could have on your pension pot over time.

You can find more information about the regulations and details on the costs and charges the IGC is publishing in this year’s IGC report.

You can now search for your employer to find details of all the investment funds that are available through your employer arrangement. Just type your employer’s name in the box below or select it from the list.

If you can’t find the employer you are looking for, please contact Phoenix using the details in your annual pension statement.

You can see how the charges you are paying compare to those being applied to other employer arrangements and find example illustrations which show the effect these charges can have on the value of your pension plan over time. Follow the link at the bottom of the page.

Full list

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This is a list of all the investment funds that are available for you to invest in through your employer pension arrangement.

If you want to see how the charges you are paying compare to those being applied to other employer arrangements and find example illustrations which show the effect these charges can have on the value of your pension plan over time, follow the link at the bottom of the page.

Alternatively, you can search again for a different employer by clearing the search in the box above.

Available Funds Fund Code Series Ongoing Charge Transaction Costs

Detailed costs & charges, and example fund illustrations

Costs and charges
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