Why choose our AMPP?
Our simple and flexible AMPP offers:
- Simple choices: access a wide range of insured funds or choose a lifestyle profile based on your client's risk level
- Flexibility: clients have a range of options at retirement including drawdown and can provide benefits to their dependants at death
- Room to grow: easily upgrade to our Active Money Self Invested Personal Pension (SIPP) to access even more investment choices
AMPP benefits
Easy to understand
Our AMPP gives your clients access to a wide range of simple and straightforward investment options.
Flexible retirement options
The AMPP offers full flexibility when it comes to retirement, including flexible drawdown and annuities.
Specialist support
Our dedicated client management team will work with our servicing team to support your business.
Manage clients online
Use Client View to review your clients’ plans, update personal details, create reports and more.
Easy to upgrade
It’s quick and easy to upgrade to an Active Money Self Invested Personal Pension plan.
Flexible charging options
When your clients choose our AMPP, you can charge for your services in a way that suits you both.
Quote and apply online
Save time by creating quotes, applying for new business and making top ups online without the need for a signature.
Streamline your business
Easily integrate our online services and functions into your front and back office systems.
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AMPP investment options
The AMPP offers an extensive range of choices, with investments that cover a wide range of markets, asset classes and styles.
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MyFolio risk-rated funds
This range of carefully constructed risk-based portfolios offers access to diversified, multi-asset funds across five clear risk levels – making it easier to choose an option.
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Strategic lifestyle options
Our strategic lifestyle profiles are set up to make sure that when your clients reach retirement, their money’s in the right type of investments for how they plan to take their pension savings.
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Investment Pathways?
We also have Investment Pathways available, which are a range of ready-made options designed to reflect your clients’ retirement needs and make their decisions simpler.
Minimum payment limits
The information below details the minimum payment limits (gross of tax) for our AMPP.
| Minimum monthly payment | Minimum yearly payment | Minimum single payment |
|---|---|---|
|
£150
£100 if processed online or the fund value is greater than £25,000 |
£1,500
£1000 if processed online or the fund value is greater than £25,000 |
£1,000
No minimum amount for any additional single or transfer payment to an existing plan |
Large fund discounts
Large fund discounts depend on the value of the plan and the funds invested. Discounts are based on the monthly plan value minus any cash on deposit, and are applied monthly by adding units to the fund.
Please note that large fund discounts don’t apply to all our insured funds. But while not every insured fund receives a discount, their value still counts towards the discount threshold.
| Fund value | Discount % |
|---|---|
| Less than £25,000 | 0.3% a year |
| £25,000 or more | 0.5% a year |
AMPP literature
Our literature library has all the useful information, forms, guides and key documents you need for our AMPP.
Documents to read and download
Statement of target market
This document provides more target market and suitability information for our AMPP.
View statement of target market
Key features
Give your clients more information on the main features, benefits and risks of this product.
Choices and charges
Find out more information about the investment options and charges for our AMPP.
View choices and charges guide