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Aberdeen American Growth
Fidelity American
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Jupiter Merlin UK Growth

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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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FE Trustnet Pension

Group Factsheet

Investments

Group Stakeholder Pension Plan

Key details
Fund range rating
Product type	Group Pension Plan
Premium type	Both Single & Regular Premiums
Fund switching available
Income withdrawal facility
Self-investment facility
Stakeholder plan
Loyalty bonus
Protected portfolio
Funds available within this product	45
Date	15-Sep-08
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	1.00%
Product exit charges	n/a
Notes: 1% p.a. standard charge, though all schemes are individually priced (where external fund links have an additional charge they are only available if reduced commission is taken)

Commission

Initial commission

0.00%

Notes: Single Premium Initial Commission (150% uplift) Term to earlier Single Premium Initial of NRD/age 65 comm (inc. loyalty comm) 0-2 years 0.00% 3-4 years 1.50% 5-7 years 2.25% 8-9 years 3.00% 10-14 years 4.50% 15-24 years 5.25% 25+ years 6.00% Inclusive in the Single Premium Initial commission rates, Loyalty Commission of 2% plus uplift will be payable. Loyalty commission will be reclaimed if the fund value of each SP/TV reduces to zero with three years of each commission payment. Fund Based Commission: 0.3% including uplift based on 150% Regular Premium Uplift 150% 1% AMC * Nil commission 0.70% AMC Fund Based Commission 0.30% Level 3.75% Up Front Commission Individually priced with 1 year clawback period * Additional commission not available for GShP as AMC cannot exceed 1% price cap. " We individually price all group schemes. " Schemes of 5-50 lives will be considered in exceptional circumstances but remuneration terms offered will generally be restricted to fund based, level or nil commission. " We will not accept schemes with fewer than 5 lives.

This product provider's service level
Standard Life Assurance Co User rating: Based on 75 respondent(s)

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

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