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Clerical Medical – Retirement Options Plan

Type:
Income drawdown plan

Minimum investment:
£100,000

Minimum age:
50

Investment choice:
Choice of 21 Clerical Medical funds,14 external funds from Newton Schroders and UBS, balanced, cautious and defensive fund collections

Options:
Self-investment, phased retirement

Allocation rates:
95%-100%

Charges:
Annual up to 1. 8%,
annual 1.25%-1.6% for external funds,
additional charges for self-investment

Commission:
Initial up to 5%,
fund-based renewal up to 1%

Tel: 0870 602 2244

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