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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 retirement.
- 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
- Minimum single contribution of £1,000 (gross)
- Minimum additional transfer value of £1,000
- Choice of over 300 insured funds with an option allowing self investment and income drawdown.
W12037 Key Features (investing in insured funds)
W12038 Key Features (with self investment and income drawdown)
W12042 Application form (for existing plans)
W12043 Application form (self investment and income drawdown option)
W12039 Terms Sheet (investing in insured funds)
W12040 Terms Sheet (with self investment and income drawdown)
- 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
- Minimum single contribution of £1,000 (gross)
- Minimum additional transfer value of £1,000
- Choice of over 300 insured funds with an option allowing self investment and income drawdown
W12046 Key Features (investing in insured funds)
W12047 Key Features (with self investment and income drawdown)
W12051 Application form (for additional contributions/payments into an existing plan)
W12052 Application form (self investment and income drawdown option)
W12048 Terms Sheet (investing in insured funds) (CP)
W12049 Terms Sheet (with self investment and income drawdown) (CP)
- 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
- Minimum single contribution of £1,000 (gross)
- Minimum additional transfer value of £1,000
- Investment choice of over 300 insured funds, collective investments from Cofunds and other self invested assets
- Allows capped income drawdown and transfers from pension funds already designated for income drawdown (different minimums apply for such transfers).
W11582 Key Features
W13000 Application form (for additional contributions/payments into an existing plan and income drawdown)
W11590 Terms Sheet
- 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
- Minimum single contribution of £1,000 (gross)
- Minimum additional transfer value of £1,000
- Investment choice of over 300 insured funds, collective investments from Cofunds and other self invested assets
- Allows capped income drawdown and transfers from pension funds already designated for income drawdown (different minimums apply for such transfers)
Q5237 Key Features
Q5216 Application form (for additional contributions/payments into an existing plan and income drawdown)
Q5367 Terms Sheet
- Open for additional contributions and transfer payments into existing plans
- No minimum level for increments to regular contributions
- Minimum single/transfer £20 (gross)
W8114 Key Features
W12596 Application form
W12825 Individual Stakeholder Investment options
W11837 Investment Options
- Open for additional contributions and transfer payments into existing plans
- Minimum contribution/payment amount is £20 (gross)
W12597 Additional Contribution/Payment Application Form
W11837 Investment Options
- Open for additional contributions and transfer payments into existing plans
- Minimum transfer payment £300
- Minimum fund value to start income drawdown £50,000
- Allows full income drawdown only (not partial or phased)
W8250 Transfer Application Form
W6768 Income Drawdown Member’s Guide
W6766 Payment details form (for existing members wishing to start income drawdown)
W7053 Income drawdown option – Notification of Changes Form
W11837 Investment Options
- Open for additional contributions/transfer payments into existing plans
- No minimum level for increments
- Allows investment into a range of insured funds and a range of permitted self invested assets such as commercial property and quoted shares
- Allows capped income drawdown
W12817 Application form for existing members
W12819 Terms sheet
W11837 Investment Options
W11837 Investment Options
W11837 Investment Options
An annually renewable, With Profits Retirement Annuity Contract (RAC), sold between 1972 and 1987.
0345 9432 432
Opening hours: 9.00am to 5.00pm Monday to Friday
We may record and monitor calls. Call charges will vary.
Pensions Technical Library
Pensions
