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Iveagh/Berkeley Burke – Iveagh Private Pension

Iveagh/Berkeley Burke

Iveagh Private Pension

Type: Full self-invested personal pension

Minimum investment: £25,000 into the Iveagh Wealth fund

Investment choice: Iveagh wealth fund, Oeics, investment trusts, unit trusts, insurance company managed funds, quoted equities, unquoted equities, future and options, deposit accounts. borrowing to finance an investment

Options: Unsecured pension, alternatively secured pension

Charges: Iveagh Wealth Fund – initial 1%, annual 1.5%, 10% performance fee, annual £750 fee is charged after three months notice if the amount in the Iveagh fund drops below £25,000 due to withdrawals, additional fees for commercial property

Commission: Agreed between adviser and client

Tel: 0845 450 2131


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