2025/26 Pension Fund - Investment Advice (Recharge to Scheme)

Concepts

• warrington
• investment advice costs
• the pension scheme
• the scheme
• the pension fund
• the investment adviser
• investment
• pension
• advice
• recharge

Location

Description

The Trustee has appointed AON as the investment adviser for the pension scheme, in line with legal requirements for trustees to use regulated professionals. Investment advice costs are recharged to the pension fund, not paid directly by the employer, although the employer ultimately funds the scheme.

Award Detail

CPV Codes

• None found

Legal Justification

The Trustee has appointed Aon as the investment adviser, in compliance with legal requirements for pension schemes to engage a regulated professional. Under the ESPS rules, investment-related costs are the only fees that can be charged directly to the pension fund rather than the employer. Although the employer ultimately funds the scheme, these fees are recharged to the fund.

Other Information

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