Master Trust and PRSA Fees

feargal_t

New Member
Messages
3
Hi
I have a master thrust executive pension with 800k consisting of multiple single contribution policies - i wish to add 100k yearly, my current mgt fee on 30% is 0.5% the rest is .75%
I wish to lodge another 100k this year but the management fees and allocation quoated from my broker keeps changing

What is the best allocation with the lowest management fee could i expect for a master thrust and for a PRSA with Zurich.
I believe i plan to a PRSA to move multiple PRSAs and take partial retirement early [and the lump sum]

I am 58 and expect to work till 70
 
0.75%/1% for that level of contribution, depending on what service you need.

I doubt you can ask for the 0.5% structure that you had (on the old EPP - before transition to MT), for an additional amount now. That would have/had early exit charges on it so it may not be suitable for what you're trying to do now via moving to multiple PRSAs.

Gerard

www.prsa.ie
 
Back
Top