Personal Pension key featuresYour client’s needs can change throughout their retirement. Our Personal Pension offers the flexibility to meet 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.
- Access to our Smoothed Managed Funds Pension with a built-in smoothing process to help protect against sudden market turbulence.
- Over 200 insured funds – across all key market sectors.
- Investment management charges – from 0.07%.
- Risk-rated funds – over 100 funds risk-rated by Distribution Technology.
- Range of passive funds – from leading fund managers, including Vanguard, LGIM and Blackrock.