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Trustee Investment Plan

The Trustee Investment Plan provides a convenient solution for Trustees of exempt approved retirement benefit schemes and self-invested personal pensions to make lump sum investments. It has been designed for maximum flexibility and offers access to a range of fund managers.

The Trustee Investment Plan also allows your clients access to one of the UK's largest and agruably most successful With-Profits Funds.

We've also now added PruFund as a fund link on our Trustee Investment Plan. This includes an optional rolling guarantee (available at an additional charge) which will protect your client's investment in that fund - ideal for those clients looking for added peace of mind and security.

Tools

We've designed a range of online tools and calculators to help you see how our products work.

See our pension tools and calculators

Technical support

Get technical support across a range of retirement solutions.


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Commonly Used Literature


Series A Pension Fund Performance Flyer [84k]

For UK Adviser Use Only - Not Approved For Use With Clients