It is therefore, crucial, that you keep a close eye on the performance of the funds that you hold within your PEP. The best way to do this is to re-register or transfer your existing PEP holdings into the Chelsea Portfolio fund supermarket, which will gain you a whole host of benefits including:

• A twice yearly top 350 fund review from Chelsea, giving your fund a Buy/Hold/Switch rating.
• Online access to your account, allowing you to monitor your PEP performance in minutes.
• Switching at a flat rate of 0.25% - you can quickly and easily move your under performing PEP online or via a simple letter of instruction.

If you would like to experience the benefits of moving your PEP to the Chelsea Portfolio please complete a PEP re-registration form. These can be found within our literature library.

However, if you do not wish to take this course of action you can still transfer your PEP holdings to a new provider and benefit from our market leading discounts:

To transfer your PEP to a fund within the Chelsea Portfolio please download this form.

If you wish to transfer to a fund provider directly then please call us for an application form on 0207 384 7300.

If you are unsure which funds to transfer or switch into, please take a look at our fund research.

If you would like a thorough review of the funds held within your PEP, we are able to offer our Chelsea Checkup, which will generically analyse the performance of your fund and offer Buy/Hold/Switch ratings. Download a Chelsea Checkup form.

Remember! All investments carry some risk. Before going any further, please read the Important Notice below.