- Skip to content [Accesskey 'S']
- Skip to navigation [Accesskey 'N']
- Go to Home page [Accesskey '1']
- Go to Site Map [Accesskey '3']
- Go to Search page [Accesskey '4']
- Go to Help page [Accesskey '6']
- Go to Terms & Conditions page [Accesskey '8']
- Go to Contact Us page [Accesskey '9']
- Go to Access Key Details page (Accessibility information) [Accesskey '0']
Group Personal Pension 2000 Plan.
An enhanced retirement planning solution
Aimed at employees and non-executive personnel and designed for the mainstream planning needs of employees. With a broader range of funds and lifestyle profiles to select from, our Group Personal Pension 2000 enables you to offer something extra above the required basic stakeholder pension.
| A broader fund choice | Currently, there are 59 funds in total including With Profits, our funds and funds from other providers. There’s also a large choice of lifestyle profiles. To appeal to a wider cross-section of employees, the number of investment funds available is greater than under our Stakeholder Pension Plan. Remember, the value of investments can go down as well as up and is not guaranteed. Any money invested in the plan is tied up until employees take their benefits. | ✓ |
| Low-cost group plan | The Annual Management Charge (AMC) is taken from each fund. Current rates range from 0.3% to 1.0% each year and can be a single flat rate or tiered rates. Our underwriting team sets the charge on a scheme by scheme basis. Any investments in an externally managed fund incur an additional AMC currently of 0.15% to 1.10% each year. Currently there are no charges for stopping or re-starting contributions, switching funds or transferring to another plan. Please note all of the above charges can be varied, but we will give advance notice before we make any changes. | ✓ |
You need to know
The law and tax rates may change in the future and the value of tax relief will depend on individual circumstances.
How useful did you find this page?
We may record and monitor calls. Call charges will vary.
Useful Links
Key documents
Your recently viewed items
You need javascript enabled for us to remember your Recently Viewed Items.
You might also be interested in...
Group Stakeholder Pension
A scheme which will help you meet your legal pension obligations.
WorkSave Pension Plan
A new generation of pension, with a broad range of investment options.
Group Income Protection - Workplace Recovery
Early intervention and rehabilitation for members who are absent from work because of a long term illness or injury.
Workplace Benefits
