This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Basket (0)

Your Basket

There are no funds in your basket. To add funds to your basket use the Green Plus Icon

wherever you see it next to a fund.

Fund name

Aberdeen American Growth
Fidelity American
Schroder UK Mid 250
M&G Recovery
Jupiter Merlin UK Growth

Open basket

Login

Remember Me

Password Reminder

Not Registered? Click Here

Register

* * * * * * I accept your terms of use Send me FE Trustnet bulletins

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them Remember my choice

Customise this table

Fund Performance

Help -My Selections

_ X

Portfolio:
This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trusts & OEICs,IMA Unit Trusts & OEICs,Investment Trusts,Pension Funds,Life Funds,Offshore Funds,Exchange Traded Funds and cash. Holdings and acquisition costs can be recorded so that profits/losses can be calculated. These can be calculated in terms of a number of base currencies. Overall portfolio values, as well as portfolio constituents, can be made the subject of alerts.

Watchlist:
You have one watchlist, and this shows you the number of items currently stored in the watchlist. Items stored here do not have holdings records, so this list simply monitors the price of items held, which can also be subject to alerts

Funds Basket:
This is designed to be a temporary collection of items selected by you for further analysis in the tools section. Items can be subsequently transferred from the Basket to the Watchlist or Portfolio.

Poll

Would you be concerned if a manager of a fund you owned took charge of another portfolio as well?

	Yes
	No

Vote

Toolset

You are here:

FE Trustnet Pension

Group Factsheet

Investments

Group Stakeholder Pension Plan

Key details
Fund range rating
Product type	Group Pension Plan
Premium type	Regular Premium
Fund switching available
Income withdrawal facility
Self-investment facility
Stakeholder plan
Loyalty bonus
Protected portfolio
Funds available within this product	78
Date	13-Aug-09
Notes on special offers:	n/a

Premiums
Minimum amount-Annual	n/a
Minimum amount-Monthly premium	£20
Minimum amount-Single premium	n/a
Minimum amount-Transfer premium	n/a

Withdrawals
Annual withdrawal without penalty	0.00%

Allocation Rate
	100.00% - 0.00%

Charges
Product annual charges	0.50%
Product exit charges	n/a
Notes: 0.5%-1.5% (each scheme will be priced individually on a bespoke basis). A range of both level and reducing AMCs are available. Maximum AMC is 1.5% for the first 10 years and 1% thereafter. External funds may have an additional fmc

Commission
Initial commission	0.00%
Notes: Each scheme will be priced on a bespoke basis

This product provider's service level
Scottish Equitable plc User rating: Based on 103 respondent(s)

Customer service rating
Member / Policyholder communications
Administration speed
Administration accuracy
Online services
Group scheme - premium collection

For Equity investors
FE Investegate
For Professional investors
FE Research
FE Analytics
FE Data feeds
FE Fund listings
For International investors
FE Trustnet Hong Kong
FE Trustnet Offshore
FE Trustnet Middle East

Stay connected with FE trustnet
Authorised and Regulated by the
Financial Services Authority
Please read our Terms of Use / Disclaimer
and Privacy and Cookie Policy.
Data supplied in conjunction with Thomson Financial Limited,
London Stock Exchange Plc, StructuredRetailProducts.com
and ManorPark.com

What do you think about this toolbar?

Close permanently
Close for this session