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Aegon Scottish Equitable – Group Self-Invested Personal Pension Plan

Aegon Scottish Equitable

Group Self-Invested Personal Pension Plan

Type: Deferred group self-invested personal pension

Minimum group size: Five

Minimum investment: Lump sum £2,500, monthly £20

Minimum term: None

Investment choice: Insured funds platform ¬ over 90 funds from 17 fund managers, Self-invested options – supermarket option of 997 funds from 43 fund managers, discretionary fund manager service, all other permitted investments including UK commercial property

Allocation rates: 95-100% depending on IFA commission taken

Charges: Bespoke charges applied for each scheme, fund supermarket/access to discretionary fund managers annual £250 if less than £250,000 is invested in insured funds

Commission: Bespoke options including Lautro initial with renewal, establishment with renewal, level, fund-related and nil commission options

Contact: www.scottishequitable.co.uk

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