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Legal documentation

Please find below all the legal documents for your reference

Account Terms

Individual Terms & ConditionsEmployer and Advisor Terms & ConditionsTrust Deed and Rules

Key Documents

Collegia Pension Key FeaturesCollegia FeesCollegia Transaction CostsCollegia Pre-sales Illustration

Others

Service LevelWebsite Terms of UsePrivacy PolicyGovernance Advisory Arrangement T&CsGovernance Advisory Arrangement - contact detailsPension Wise notificationComplaints PolicyCollegia Transfer Out FormZedra GAA Value for Money assessment 2021Zedra GAA Value for Money assessment 2022Zedra GAA Value for Money assessment 2023
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By making an investment, your capital is at risk. The value of your Collegia Pension depends on market fluctuations outside of our control and you may get back less than you invest. Past performance is no indicator of future performance.

The tax treatment of your Collegia Pension depends on your individual circumstances and may be subject to change in the future. You should seek financial advice if you are unsure about investing.

Collegia is registered in England and Wales as Collegia Partners Limited (No. 11730266), Buxton Court, 3 West Way, Oxford, OX2 0JB. We are authorised and regulated by the Financial Conduct Authority under registration number 922214. Collegia is a HMRC-registered pension scheme (PSTR 20004161RJ) and HMRC-authorised pension administrator (ID A2001642). The Collegia Pension also offers 100% FSCS protection. Our Pension Scheme Registry (PSR) number is 12018421.
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