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Online access to your investments

Whether you are confident enough to make your own investment decisions or simply want a bit more choice, my Wealth Direct can help.

It is a non-advisory service that allows you to purchase and manage your investments directly online.

Mercer Marsh Benefits has partnered with Cofunds, the UK's largest fund platform with over £40bn under management* to deliver a compelling service underpinned by market-leading platform technology.

Key features of this service include:

  • Consolidation of your investments in one place
  • Free registration of existing eligible funds onto one platform
  • Online management of your account including fund trading
  • A core range of low cost investment products
  • Over 1,500 funds on a clean share basis meaning no initial charge charges and commission free funds.
  • Annual Fund Management Charges from 0.10%.
  • A low cost annual Mercer fee of 0.20% per annum.
  • A preffered list of funds from the Personal Financial Planning Team

Platform Key Information Document*?

*Including the ISA Key Features Document

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