Stakeholder pension plan.

Although your retirement may seem a long way off, it's never too early to start investing in a pension. With over 50 years worth of experience in the pensions market and a proven investment record, we offer a Stakeholder pension that's a simple, low cost way to save for your retirement.

Apply online today and you could receive lower management charges on your plan.*

Simple

  • Our Stakeholder pension plan aims to build up a fund that’ll provide you with a pension income when you come to take your benefits.
  • You can invest from as little as £20 gross.
  • You can stop, start, increase or decrease regular contributions, and pay in single contributions at any time without a penalty.
  • You can manage your plan online so that you can see how your pension investment fund is performing.

Choice

  • The money you pay into your plan is put into one or more investment funds of your choice.
  • We offer a wide range of investment funds, so you can select the type of investment and level of risk that suits you.
  • You can also change funds online, whenever you choose, currently free of charge.

Value

  • Our Stakeholder pension plan is great value. We offer a low annual management charge and we reduce the rate of your charges as your fund grows.
  • You may benefit from lower charges when you apply for our Stakeholder pension plan online; it only takes 20 - 30 minutes to complete the application.
  • Your chosen retirement age for our Stakeholder pension plan must be at least five years away.

Find out more about the investment options, charges and risks associated with our Stakeholder pensions.

Please remember the following:

  • The value of the units that make up your fund can go down as well as up, so the value of your fund is not guaranteed.
  • It’s particularly important to remember this if you are close to taking your benefits.
  • Your money is tied up until you take your benefits.

*If you apply direct through the website there is no temporary annual management fee (0.2%) if you're investing £15,000 and under.


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03459 932 584

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