The basics

• The Portfolio Plus Trustee Investment Plan is available to trustees of UK approved occupational pension schemes and self invested personal pension plans that permit investment in insurance policies.
• It is a single premium investment policy, which gives access to over 300 investment funds from more than 40 fund managers, through a Legal & General Insurance policy.
• It aims to give pension scheme trustees/administrators and members the opportunity to diversify their investment strategy with the aim of increasing the value of their benefits.
• Investment can be made in up to 10 different funds at any time, and switches made between funds.
• The policy has a minimum term of five years, but does not have a maturity date.

The value of units that make up your policy can go down as well as up, so the returns you receive are not guaranteed and you could get back less than was originally invested.  Please view the other risk factors associated with this product.