Past pension products

We have a range of pension products that are no longer available for new customers. We have provided some information below, but if you are giving advice to a client who already holds one of these products, you may need to contact us to find out more.

Please remember, the value of your clients' pension plans can fall as well as rise. Once money is invested it cannot be accessed until your client takes their benefits.

Portfolio Plus Pension (Pre 31 December 2012)

  • Open for additional contributions and transfer payments into existing plans.
  • No minimum increase to regular contributions but the minimum level to start making regular contributions is £200 (gross) a month, or £2,400 (gross) a year into insured funds.
  • Minimum single contribution of £1,000 (gross).
  • Minimum transfer value of £1,000 (different minimums apply for transfers from pension pots already used for income drawdown).
  • A wide choice of insured funds with an option allowing self investment and income drawdown (see the Self Investment and Income Drawdown Option Brochure). Please refer to the Terms Sheet for more information on charges and required conditions for these options.

PDF file: Portfolio Plus Pension (investing in insured funds) Additional Application Form W12042 PDF size: 192KB

PDF file: Portfolio Plus Pension (with self investment and income drawdown) Application W12043 PDF size: 145KB

PDF file: Portfolio Plus Pensions Adding To Your Plan W13981 PDF size: 87KB

PDF file: Portfolio Plus Pension Self Investment and Income Drawdown Option Brochure W13991 PDF size: 113KB

PDF file: Portfolio Plus Pension (pre December 2012) Terms Sheet W13989 PDF size: 107KB

PDF file: Portfolio Plus Pension A Guide to Income Drawdown W13697 PDF size: 161KB  

For plans purchased through Cofunds please use the following Additional Investment Application Forms.

PDF file: Cofunds PPP (Investing in Insured Funds) Additional Investment Application Form W12051 PDF size: 191KB

PDF file: Cofunds PPP (with self investment and income drawdown) Additional Investment Application Form W12052 PDF size: 190KB

Portfolio Plus SIPP (Pre 31 December 2012)

  • Open for additional contributions and transfer payments into existing plans.
  • No minimum increase to regular contributions but the minimum level to start making regular contributions is £200 (gross) a month, or £2,400 (gross) a year into insured funds.
  • Minimum single contribution of £1,000 (gross).
  • Minimum transfer value of £1,000.
  • A wide choice of insured funds, collective investments from Cofunds and other self-invested assets.
  • Allows income drawdown and transfers from pension pots already used for income drawdown (different minimums apply for such transfers). Please refer to the Terms Sheet for more information on charges and required conditions for these options.

PDF file: PPSIPP Additional Investment Application Form W13000 PDF size: 231KB

PDF file: Portfolio Plus Pensions Adding To Your Plan W13981 PDF size: 87KB

PDF file: Portfolio Plus SIPP Terms Sheet W13988 PDF size: 117KB

PDF file: Portfolio Plus Pension A Guide to Income Drawdown W13697 PDF size: 161KB  

For plans purchased through Cofunds please use the following Additional Investment Application Form

PDF file: PPSIPP Additional Investment Application Form Cofunds Q5216 PDF size: 354KB

Stakeholder Pension

  • Our Stakeholder product is now only sold to clients direct.
  • Existing plans are open for additional contributions and transfer payments.
  • No minimum level for increments to regular contributions.
  • Minimum single contribution of £20 (gross).
  • Minimum transfer value of £20.

PDF file: Additional contribution payment application form PDF size: 162KB  

PDF file: Choosing your investment fund W13814 PDF size: 190KB

PDF file: Investment Options W11837 PDF size: 243KB

Personal Pension 2000

  • Open for additional contributions and transfer payments into existing plans.
  • Minimum single contribution of £20 (gross).
  • Minimum transfer value of £20.

PDF file: PP2000 Existing Business Application Form W12597 PDF size: 176KB  

PDF file: Investment Options W11837 PDF size: 243KB  

PDF file: PP2000 Adding To Your Plan Q51228 PDF size: 84KB  

Personal Pension Scheme No.1

  • Open for additional contributions and transfer payments into existing plans.
  • Minimum transfer value of £300.
  • Minimum fund value to start income drawdown of £50,000.
  • Income drawdown - allows Members to take a cash lump sum, a regular income and/or ad hoc lump sum payments.

PDF file: PP No1 Transfer Application Form W8250 PDF size: 92KB

PDF file: PPNo.1, GPPNo.1, BOP Flexi-Access Member’s Guide W6768 PDF size: 2.8MB

PDF file: Investment Options W11837 PDF size: 243KB

Personal Investment Pension Plan (PIPP)

These contracts were sold between December 1977 and May 1985 (PIPP MK1) and June 1985 and January 1986 (PIPP MK1.5). Also known as Section 226 or Section 620 contracts.

PDF file: Investment Options W11837 PDF size: 243KB

  

Self Employed Plan (SEP)

These contracts were sold between February 1986 and 30 June 1988. Also known as Section 226 or Section 620 contracts.  

PDF file: Investment Options W11837 PDF size: 243KB

 

Pension Savings Plan (FSAVC)

Legal & General's AVC plan, called the Pension Savings Plan, was designed for people in pensionable employment who wanted to make contributions to provide further retirement benefits for themselves and/or their dependants. The plan offered a wide choice of investment linked funds and a With Profits Fund. The plan was only available for employees in pensionable employment whose employer operated an 'exempt approved' plan recognised under ICTA 1988. These plans closed to new business in April 2006.

PDF file: Investment Options W11837 PDF size: 243KB

Personal Retirement Plan (PRP)

An annually renewable, With Profits Retirement Annuity Contract (RAC), sold between 1972 and 1987.