A straightforward product for mass market clients. A Stakeholder pension investing in insured funds.
At a glance
What is it?
- Our Stakeholder Pension Plan is only available to clients direct via
- A simple, straightforward tax-efficient pension plan.
- Contributions can start from as little as £20 gross.
- Allows free fund switching and has a default fund for those who don’t want to choose.
Consider if your clients...
- Want a quick and easy way to apply for a pension.
- Prefer to invest in insured funds.
- Want to manage their account online through our secure 'My Account' service.
The value of investments that make up pension pots can fall as well as rise and your clients may get back less than they invest.
Why choose us?
Choice of funds
Our Stakeholder Pension Plan offers a selection of funds from Legal & General and external fund managers.
You can choose from a range of lifestyle profiles that automatically switch your clients into lower risk funds as they approach their selected retirement date.
The rate of the charge reduces for larger pension pots.