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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



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Qatar cover image - thumbnail

White paper — Qatar International Insights

Jelf Employee Benefits highlights new legislation, key requirements and policy considerations when structuring international private medical insurance (IPMI) for expatriate employees in Qatar. This edition will be of particular interest to global human resource directors, compensation and benefits specialists and mobility managers who have employee populations in Qatar.


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