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

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Fund Performance

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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.

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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

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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.

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FE Trustnet Pension

Group Factsheet

Investments

The Retirement Account – Single Premium Flexible

Key details
Fund range rating
Product type	Personal Pension Plan
Premium type	Single Premium
Fund switching available
Income withdrawal facility
Self-investment facility
Stakeholder plan
Loyalty bonus
Protected portfolio
Funds available within this product	118
Date	29-Jan-10
Notes on special offers:	n/a

Premiums
Minimum amount-Annual	n/a
Minimum amount-Monthly premium	n/a
Minimum amount-Single premium	£10,000
Minimum amount-Transfer premium	£10,000

Withdrawals
Annual withdrawal without penalty	0.00%

Allocation Rate
	100.00% - 0.00%

Charges
Product annual charges	0.00%
Product exit charges	n/a
Notes: Total Expense Ratio 0.1%-1.90% p.a. depending on fund chosen

Commission
Initial commission	0.00%
Notes: This contract has been input on a nil commission basis, Advisor Payment Charges (initial and ongoing options available). A Deferred Charge will apply when insufficient funds are available in the Control Account to meet other charges. A One-off Adviser Payment option also available

This product provider's service level
Scottish Widows Plc User rating: Based on 66 respondent(s)

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

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