Stakeholder Medium Term Investment Plan: Distribution Trust

Want to make the most of your money for the future?

The background

In response to the Government's review of medium and long-term savings, Legal & General now offers a Stakeholder Medium Term Investment Plan. The Plan complies with the Government's Stakeholder regulations.

Please note that this is not a deposit account, so your capital is not guaranteed. The value of your investment and any income from it can fall as well as rise and you may not get back your original investment.

Product details at a glance

  • Invests in the Legal & General Distribution Trust
  • Available as an ISA
  • Available as a unit trust
  • Invests in corporate bonds, shares and cash
  • Invest for income or growth
  • No initial charge
  • Total current annual charges of 1.34% of the fund value, reducing to 1% after 10 years
  • No exit fees
  • £20 minimum investment
  • Available for lump sum and/or monthly contributions
  • A simplified prospectus and full prospectus are available on request
  • This should be considered a medium to long-term investment, of at least five years

What to do now

If you'd like more information on our Distribution Trust, you can either, request a pack. or contact us.

 

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Shaw Trust Accessible

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