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Trustee Investment Plan

Features

Single premium investment for trustees of UK registered Occupational Pension or Self-Invested Personal Pension (SIPP) schemes.

  • Multi-Asset Fund and guarantee options.
  • Investment term flexibility.
  • Full, partial and regular withdrawals.
  • Free Fund Switching.
  • Fund size discounts.
  • An additional 0.025% AMC discount available on plans of £250K or more.

Illustrations

For you

Contact us for an illustration
0808 234 0808
(Mon-Fri, 08.30-18:00)
or talk to your Account Manager

For your client

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