Personal Pension key featuresYour client’s needs can change throughout their retirement. Our Personal Pension offers the flexibility to meets those needs. Your client’s investment will sit within our Core funds range, where they’ll access passive and active funds, our unique Smoothed Managed Funds, and ESG funds.
The key features of our Personal Pension include:
- Low wrapper charge – 0.2% on investments up to £700,000 and 0% above. A minimum charge of £195 per annum applies.
- Over 200 insured funds – across all key market sectors.
- Built-in smoothing mechanism - protecting your clients from sudden market turbulence.
- Access to our smoothed Flexible Guarantee Funds.
- Investment management charges – from 0.07%.
- Range of passive funds – from leading fund managers, including Vanguard, LGIM and Blackrock.
- Risk-rated funds – over 100 funds risk-rated by Distribution Technology.