Recommend a friend

Chances are you already hold a pension and/or Venture Capital Trust (VCT) with Chelsea so you are actively saving towards your retirement. Auto-enrolment rules through employers mean that even more people are now saving, but do you know someone that isn't? Or maybe someone that could be saving more in a private pension?

With individuals needing £250,000 to realise a £10,000 income* a year in today's money, starting to save as soon as possible is crucial. The earlier you start, and the more you save, the more your pot means that a pot could benefit from more compound interest.

If you or a friend would like more information about our pension, simply visit our dedicated pension page.

  • 0% set up charge
  • 0% initial charge on funds
  • Competitive service and platform charge
  • Free transfers in – consolidate all your pensions in one place, making it easier to monitor your investments and charges
  • Free telephone dealing
  • Free switching online, by post and on the telephone
  • EasySIPP portfolios
  • Automatic tax reclaim on personal contributions
  • Low cost drawdown option
  • Twice-yearly statement with expert research commentary
  • 0% charge for processing probate
  • Dedicated pensions administrator

Alternatively, why not get your friend to give us a call on 020 7384 7300 to discuss the options.

When you recommend Chelsea
...we'll say thank you with up to £50 worth of M&S vouchers.^

Many of our clients come to us after being recommended by an existing client. We are pleased and grateful that many people are so happy with our service that they feel confident enough to recommend us to their friends and family.

If you recommend a friend (someone who has not yet invested with Chelsea), we will send them details of our services and will send to you:

£50 worth of Marks & Spencer vouchers if they invest or transfer over £25,000
£25 worth of Marks & Spencer vouchers if they invest or transfer over £5,000
Investments must be retained with us for at least 12 months.

How do I recommend someone?
1. Email your friend's or family member's full name, address and telephone number to Please also remember to give us your name and address so that we can send you vouchers.
2. Give the details of your friend or family member to one of our client services team on 020 7384 7300.


^This doesn't just apply to pensions. We will send you Marks and Spencer vouchers if they open a pension, VCT, ISA or non-wrapped product through Chelsea. This does not apply to Junior ISAs as these are currently free of platform and service charges.

Published on 15/06/2016