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What Is a platform fee? UK Meaning Explained

A platform fee is the charge an investment platform makes for holding and administering investments such as ISAs, pensions and funds. It is separate from the charges of the funds themselves and pays for the service that houses them.

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Chandraketu Tripathi
Finance Editor, Kaeltripton
Published 11 Jun 2026
Last reviewed 11 Jun 2026
✓ Fact-checked
Kael Tripton. UK Independent Publisher.
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PENSIONS & INVESTING

A platform fee is the charge an investment platform makes for holding and administering investments such as ISAs, pensions and funds. It is separate from the charges of the funds themselves and pays for the service that houses them.

In one line: A platform fee is what an investment platform charges to hold and administer an investor's accounts and funds.

How a platform fee works

Platform fees are levied by FCA-regulated investment platforms. They are commonly a percentage of the holding, sometimes capped, or a flat annual charge, and sit on top of fund charges and any dealing fees.

For example, a 50,000 GBP portfolio on a platform charging 0.25% a year pays 125 GBP in platform fees annually, before the funds' own ongoing charges are added.

Percentage fees suit smaller pots while flat fees can be cheaper for larger ones, so the structure matters as a portfolio grows.

Platform fee vs the ongoing charges figure

A platform fee pays the platform for custody and admin across whatever funds are held. The ongoing charges figure is charged by each individual fund for running that fund.

Both reduce returns, so total cost is the platform fee plus the fund charges plus any dealing or transfer fees.

Primary source: FCA: Investments

Informational only and not financial, legal or tax advice. Rules and figures change; confirm current details with the named source or a qualified adviser before acting.
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The content on Kaeltripton.com is for informational and educational purposes only and does not constitute financial, investment, tax, legal or regulatory advice. Kaeltripton.com is not authorised or regulated by the Financial Conduct Authority (FCA) and is not a financial adviser, mortgage broker, insurance intermediary or investment firm. Nothing on this site should be construed as a personal recommendation. Rates, figures and product details are indicative only, subject to change without notice, and should always be verified directly with the relevant provider, HMRC, the FCA register, the Bank of England, Ofgem or other appropriate authority before any financial decision is made. Past performance is not a reliable indicator of future results. If you require regulated financial advice, please consult a qualified adviser authorised by the FCA.

CT
Chandraketu Tripathi
Finance Editor · Kaeltripton.com
Chandraketu (CK) Tripathi, founder and lead editor of Kael Tripton. 22 years in finance and marketing across 23 markets. Writes on UK personal finance, tax, mortgages, insurance, energy, and investing. Sources: HMRC, FCA, Ofgem, BoE, ONS.

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