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Stakeholder Pension.
Basic.
A straightforward product
for mass market clients.
A Stakeholder Pension investing in insured funds.
Let’s have a chat about pensions - to help your clients understand the need for pension planning.
At a Glance
What is it?
- A tax efficient pension that’s low-cost, and takes investments from as little as £20 gross.
- Allows free switching between a variety of insured funds.
Consider if your clients...
- Want a simple, low cost pension plan.
- Prefer to invest in insured funds.
The value of investments can fall as well as rise and is not guaranteed.
Why choose us?
Our stakeholder offers a selection of 40 funds from Legal & General and external fund managers.
You can choose from a range of lifestyle profiles that automatically switch your clients into lower risk funds as they approach retirement.
Charges reduce for larger pension funds.
Useful tools for pension planning
Multiple illustrations for Stakeholder Pension at the touch of a button
It’s far quicker and easier for you and your clients and there’s no need to re-key client details.
Perform a pension transfer analysis quickly and simply with e-TVAS
After running the analysis you can download and print relevant literature.
Our calculator illustrates the financial benefits of salary sacrifice
Time saving for you and money saving opportunities for your clients.
Never too early
Show clients how much a child's pension plan could be worth at retirement.
Clients can start a Stakeholder pension plan for their children or grandchildren.
How useful did you find this page?
0845 300 8008
Information on pension quote systems
We may record and monitor calls. Call charges will vary.
Key documents
PDF: 1.12MB
PDF: 823KB
PDF: 148KB
PDF: 339KB
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Technical support for every event
Our technical library has clear documentation to help you as you plan your clients’ retirement.
Pensions
This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.
© Legal & General Group plc 2012
