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Savings and Investment - PEPs ( Personal Equity Plans )


PEPs - Savings and Investment

About PEPs ( Personal Equity Plans )

Many investors have over time built-up significant amounts of money in Personal Equity Plans (PEP). But contributions to PEPs ceased on 5 April 1999, by this time some £92 billion had been invested before PEPs were replaced by individual savings accounts (ISAs).

There are no qualifying periods for PEPs in order to benefit from the tax advantages. But as PEPs are equity based investors should regard a PEP as a long term investment.


List of ISA and PEP Transfer Providers


OCIS provide general financial information, we urge you to consult an Independent Financial Adviser ( IFA )
before making any important decisions about your finances.