We're responsible for investing £388 billion worldwide.
Below is a summary of the charges currently associated with our Stakeholder pension plan. For full details on our Stakeholder pension, please read our Stakeholder key features (PDF: 1186KB) document.
|Pension fund value band||Current rate of basic annual management charge applicable to band|
|£0 up to £25,000||1.0%|
|£25,000 up to £50,000||0.9%|
|£50,000 and over||0.8%|
For example, if your investment in our funds is worth £40,000 throughout the year, the basic annual management charge would be £385.
This is calculated as follows (£25,000 x 1.0%) + (£15,000 x 0.9%), which is £250 + £135 = £385.
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Confused about pension funds? Read our funds made clear page and feel confident about choosing the funds for your Stakeholder pension.
Listening to our customers about our service has helped us to provide products and services to meet their needs. That's why so many of our customers stay with us, year after year.
Work out how much you need to save to help you reach your target retirement income.