- 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']
WorkSave Pension Plan.
Diverse investment options
Our WorkSave Pension Plan allows you to tailor the investment options to suit different employee groups.
The plan provides access to one of the most comprehensive fund ranges in the workplace savings market. The self investment option offers an even broader choice of investments, including unit trusts and property.
| Flexible scheme set up | The scheme can be set up in one of two ways:
| ✓ |
| Diverse investment options | The insured only plan offers over 150 funds managed by various fund managers. We can work with you to select a Suggested Fund Range to help streamline the choice for employees. With the self investment option, there’s an even broader choice of investments including unit trusts, OEICS and property. 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. | ✓ |
| Clear charging structure | All Annual Management Charges (AMC) are individually assessed, including the self investment charges. Insured only charges:
Self investment charges:
Please note all of the above charges can be varied, but we'll 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
Your recently viewed items
You need javascript enabled for us to remember your Recently Viewed Items.
You might also be interested in...
Pensions and savings documents
Providing you with product details and fund performance data.
WorkSave ISA
A stocks and shares ISA offering a flexible 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
