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Group Stakeholder Pension Plan.

Our Group Stakeholder Pension Plan is available for employers wanting to provide a quality, low-cost savings plan for their employees.

  • Low-cost savings plan
  • A default investment for auto enrolment
  • The ability to operate a salary sacrifice arrangement

Members' benefits:

  • Access to a wide choice of investment funds including:
    • own funds, including index-trackers and actively managed funds
    • funds from specially selected external fund managers
    • lifestyle profiles
  • Full online access with the ability to view their savings, change funds and update their details whenever they want in the years before they start accessing their pension pot
  • A range of online member education and other useful tools to help manage their workplace pension
  • The option to take their pension plan with them, if they change jobs

Flexi-access drawdown:

  • Not available with this product

Cash lump sum:

  • Full - 25% tax free with 75% as taxable income
  • Partial - £2,000 minimum. 25% tax free with 75% as taxable income


  • Yes - from any chosen provider

Transfer out:

  • Yes - member's pension pot can be transferred to another pension provider to access their retirement options

For more information, please speak to your usual contact or get in touch.

We'd like to share our experience and expertise with you. Speak to us if you would like to view a demonstration of our online solutions, or if you have any specific client projects that you would like to discuss.

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