Nutmeg Pensions Cashback & Offers
Online cashback rates
for new customers who make an initial investment of £5,000 or more. Capital at risk. Tax treatment depends on your individual circumstances and may change in the future. Approved by Nutmeg on 15/03/2023
More about Nutmeg Pensions
Straightforward and clear to use and set up. You can start or transfer a pension online quickly and easily with our award-winning service. What's more you will be able to see how your portfolios are performing and exactly how much you are paying – online or via the app, 24-7.
Nutmeg have five investment styles to choose from. With Fully Managed, Socially Responsible, Thematic and Smart Alpha portfolios powered by J.P. Morgan Asset Management, including VAT where applicable, you pay a management fee of 0.75% on your first £100k and 0.35% for everything beyond. For fixed allocation portfolios, you pay a management fee of 0.45% on your first £100k and 0.25% on anything beyond. You'll also pay a small fund cost and market spread fee, which you can find on the fees page.
Nutmeg investors have the option of Thematic investing, a long-term strategy that invests in the growing trends shaping our future, such as artificial intelligence adoption, energy generation, and the ageing population. This approach invests in the companies that are likely to benefit from the development of these trends.
To get started you can make a lump sum contribution or transfer pensions into Nutmeg, provided their total value is £5,000 or more.
Nutmeg are authorised and regulated by the FCA. Your money and assets are held separately with Barclays and State Street as per regulatory requirements. Nutmeg holds the right to subtract the cashback value from the customer's investment should customers withdraw their funds from their Nutmeg account within 24 months of initial investment.
Capital at risk. A pension may not be right for everyone and tax rules may change in the future. Please note that during any transfer, your investments will be out of the market. If you are unsure if a pension is right for you, please seek financial advice.