Why choose the Stakeholder Pension Plan?
Our Stakeholder Pension Plan offers:
- A low entry level: plans can be opened from just £16 (net)
- Flexibility: start, stop or change payments at any time
- Simple investments: choose from a carefully selected fund range
Check out our Stakeholder Pension Plan key features document for more information.
Benefits for your clients
Simple and flexible
Up to 12 funds can be invested in at any one time – and there’s no charges for switching funds.
Low charges
Your clients only have to pay a maximum of 1% of the value of the funds they’ve invested in each year.
Easy to manage online
Our online dashboard and mobile app make it easy to manage payments, make top ups and more.
Affordable
This low-cost, entry-level plan can be started from just £16 (net) – our lowest minimum payment.
Tax-efficient
Money paid in by clients and 3rd parties will be topped up by the government thanks to tax relief rules. Employers can pay in too.
Flexible payments
Clients can start, stop or change payments at any time – so they can pay what they want, when they want.
Stakeholder Pension Plan investment options
The Stakeholder Pension Plan offers a straightforward yet flexible range of investment options. Up to 12 funds can be invested in at any one time – and there’s tracker funds, managed funds, with-profits, and lifestyle profiles to choose from. If no investments are selected, the default will be selected for them.
Lifestyle profiles
These investment options are specifically designed to make it easy for your clients to save for retirement
Full fund range
This offers your clients a more hands-on approach, with the freedom to pick from a range of investment funds.
Stakeholder Pension Plan literature
Our literature library has all the useful information, forms, guides and key features documents you need.