Stakeholder Pension Plan
A low cost, entry level pension plan with simple investment options
What is the Stakeholder Pension Plan?
It’s a low cost plan that offers:
- A low entry level: a plan can be opened with a minimum payment of £16 (net)
- Flexibility: increase, reduce, stop and restart payments at any time
- Simple investments: choose from a carefully chosen, simple fund range
Our Stakeholder key features has more information for advisers.
Stakeholder Pension Plan literature
Our literature library has all the useful information, forms, guides and key features documents you need.
Stakeholder Pension Plan benefits
Low charges
This plan has an annual charge of 1% of the fund value.
Payment flexibility
Increase, reduce, stop or restart making payments at any time.
Online management
Our online dashboard lets you change payment levels, make top ups and more.
An entry level plan
The plan can be started from as little as £16 (net).
Simple fund choices
Invest in a carefully chosen range of funds to keep things simple. There are no charges for fund switches.
A simple plan
The Stakeholder Pension Plan is an easy plan to explain, with clear investment options.
Stakeholder Pension Plan investment options
The Stakeholder Pension Plan offers a straightforward but flexible range of investment options. There is a choice of tracker funds, managed funds and with-profits, as well as lifestyle profiles. Up to 12 funds can be invested in at any one time.
- Lifestyle profiles: the funds invested in change automatically depending on how long the client has until their retirement date.
- Full fund range: this offers a more hands-on approach, with the freedom to pick from over 30 investment funds. This includes a range of assets, including actively managed and tracker funds.
More about our investment options
The value of investments can go down as well as up, and your clients could get back less than was paid in.
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01 February 2022
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The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.
