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.
Technical support
Get technical support across a range of retirement solutions.
Commonly Used Literature
 Series A Pension Fund Performance Flyer [84k] |
PRODUCT ONLINE SERVICES
LITERATURE LIBRARY
PRODUCT TOOLS
