Willis Owen
Willis Owen is an investment management company which provides a number of investment products and services. Based in Elstree, United Kingdom and founded in 1982, it is one of the oldest platforms in the market.
We don't currently rate Willis Owen in our Customer Experience Ratings.
Investing and pensions
Fund and Share Accounts (for high frequency trading)
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £0.00 |
| Charge for automatic reinvestment | £0.00 |
| Charge for transferring cash to another platform | £0.00 |
| Early Account Closure Fee (12 months or less) | £0.00 |
| Inactivity Charge | £0.00 |
| Charge for selling holdings if not enough money in account to pay other charges | £0.00 |
| Charge for telephone/postal share dealing | |
| Same Day Payment Charge | £0.00 |
| Cost of receiving paper statements for a year | |
| App available i |
Fund and Share Accounts (for low frequency trading)
Willis Owen
General Investment Account
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £0.00 |
| Charge for automatic reinvestment | £0.00 |
| Charge for transferring cash to another platform | £0.00 |
| Early Account Closure Fee (12 months or less) | £0.00 |
| Inactivity Charge | £0.00 |
| Charge for selling holdings if not enough money in account to pay other charges | £0.00 |
| Charge for telephone/postal share dealing | |
| Same Day Payment Charge | £0.00 |
| Cost of receiving paper statements for a year | |
| App available i |
Income Drawdown products (self-invested)
Willis Owen
SIPP
| Annual cost of regular payments (drawdown) | £0.00 |
|---|---|
| Fee for setting up drawdown | £0.00 |
| Charge for taking whole pot under triviality rules | £0.00 |
| Account closure fee | £0.00 |
| Charge for transferring cash to another platform | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Charge for automatic reinvestment | £0.00 |
| Charge for withdrawing your tax-free lump sum | £0.00 |
| Cost of adding funds to drawdown, or reviewing flexi-access drawdown (not capped) | £0.00 |
| Charge for purchasing an annuity | £0.00 |
| Charge for telephone/postal share dealing | |
| Same Day Payment Charge | £0.00 |
| Cost of receiving paper statements for a year |
Junior Stocks and Shares ISAs (self-invested)
Willis Owen
Junior ISA
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform | £0.00 |
| Inactivity Charge | £0.00 |
| Charge for telephone/postal share dealing | |
| Charge for automatic reinvestment | £0.00 |
| Charge for selling holdings if not enough money in account to pay other charges | £0.00 |
Ready-made Ethical General Investment Accounts
Willis Owen
Willis Owen Responsible Growth portfolio
| Cost (Year 1) i | £280.00 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
Ready-made Ethical Junior ISAs
Willis Owen
Willis Owen Responsible Growth portfolio
| Cost (Year 1) i | £280.00 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
Ready-made Ethical Personal Pensions
Willis Owen
Willis Owen Responsible Growth portfolio
| Cost (Year 1) i | £510.00 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
Willis Owen
Willis Owen One Plan Socially Responsible Portfolio
| Cost (Year 1) i | £620.00 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
Ready-made Ethical Stocks and Shares ISAs
Willis Owen
Willis Owen Responsible Growth portfolio
| Cost (Year 1) i | £280.00 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Is there a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
Ready-made General Investment Accounts
Willis Owen
Willis Owen Growth portfolio
| Cost (Year 1) i | £318.33 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
Ready-made Income Drawdown
Willis Owen
Willis Owen Growth pension portfolio
| Cost of setting up income drawdown | £0.00 |
|---|---|
| Annual cost of regular payments | £0.00 |
| Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started | £0.00 |
| Cost (Year 1) i | £805.00 |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | |
| Same day payment/payment by CHAPs | £0.00 |
| Account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Charge for withdrawing your whole pension (if it is small enough to meet government rules) | £0.00 |
| Cost of adding money into your pension once drawdown has started, or the cost of reviewing the amount you're drawing down | £0.00 |
| Charge for account closure within 12 months through drawdown | £0.00 |
| Cost of reviewing your income drawdown if it is a capped drawdown plan | £0.00 |
| Charge for purchasing an annuity |
Willis Owen
Willis Owen One Plan Glideplan Portfolio
| Cost of setting up income drawdown | £0.00 |
|---|---|
| Annual cost of regular payments | £0.00 |
| Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started | £0.00 |
| Cost (Year 1) i | £951.00 |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | |
| Same day payment/payment by CHAPs | £0.00 |
| Account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Charge for withdrawing your whole pension (if it is small enough to meet government rules) | £0.00 |
| Cost of adding money into your pension once drawdown has started, or the cost of reviewing the amount you're drawing down | £0.00 |
| Charge for account closure within 12 months through drawdown | £0.00 |
| Cost of reviewing your income drawdown if it is a capped drawdown plan | £0.00 |
| Charge for purchasing an annuity |
Willis Owen
Willis Owen One Plan Low Risk Portfolio
| Cost of setting up income drawdown | £0.00 |
|---|---|
| Annual cost of regular payments | £0.00 |
| Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started | £0.00 |
| Cost (Year 1) i | £960.00 |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | |
| Same day payment/payment by CHAPs | £0.00 |
| Account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Charge for withdrawing your whole pension (if it is small enough to meet government rules) | £0.00 |
| Cost of adding money into your pension once drawdown has started, or the cost of reviewing the amount you're drawing down | £0.00 |
| Charge for account closure within 12 months through drawdown | £0.00 |
| Cost of reviewing your income drawdown if it is a capped drawdown plan | £0.00 |
| Charge for purchasing an annuity |
Ready-made Junior ISAs
Willis Owen
Willis Owen Growth portfolio
| Cost (Year 1) i | £318.33 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
Ready-made Personal Pensions
Willis Owen
Willis Owen One Plan Glideplan Portfolio
| Cost (Year 1) i | £684.00 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
Willis Owen
Willis Owen One Plan Low Risk Portfolio
| Cost (Year 1) i | £690.00 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
Willis Owen
Willis Owen Growth pension portfolio
| Cost (Year 1) i | £586.67 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
Ready-made Stocks and Shares ISAs
Willis Owen
Willis Owen Growth portfolio
| Cost (Year 1) i | £318.33 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Is there a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
Self-invested Personal Pensions (SIPPs)
Willis Owen
SIPP
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £0.00 |
| Charge for automatic reinvestment | £0.00 |
| Charge for transferring cash to another platform i | £0.00 |
| Early Account Closure Fee (12 months or less) | £0.00 |
| Charge for selling holdings if not enough money in account to pay other charges | £0.00 |
| Charge for telephone/postal share dealing | |
| Cost of receiving paper statements for a year | |
| Charge for writing to a third party to confirm the value of the account (Including probate valuations) | £0.00 |
Stocks and Shares ISAs (self-invested)
Willis Owen
Willis Owen ISA
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £0.00 |
| Charge for automatic reinvestment | £0.00 |
| Charge for transferring cash to another platform | £0.00 |
| Inactivity Charge | £0.00 |
| Charge for telephone/postal share dealing | |
| Charge for selling holdings if not enough money in account to pay other charges | £0.00 |
| Repairing or voiding an ISA, when required under HMRC rules | £0.00 |
| Same Day Payment Charge | £0.00 |
| Cost of receiving paper statements for a year |