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Clerical Medical – Trustee Buy-Out Solutions

Type: S32 bulk buyout plan

Minimum premium: £3,000 per scheme

Minimum group size: Two

Minimum-maximum ages: 16-74

Fund links: Clerical Medical funds: balanced managed, cautious managed, adventurous managed, non equity managed, international managed, UK equity, equity high income, ethical, UK equity tracker, global equity tracker, UK smaller companies, European, Japan, North America, Pacific, cash, gilt & fixed interest, index linked, property, retirement protection, Halifax, with-profits, lifestyle Options – cautious; balanced & adventurous. External funds – CM Newton balanced managed, CM Newton international growth, CM Newton managed, CM Newton continental European, CM Newton American, CM Newton income, CM UBS UK growth, CM UBS global growth, CM UBS managed, CM UBS US equity fund, CM Schroders corporate bond fund, CM Schroders managed balanced fund, CM Schroders monthly high income Fund, CM Schroders global equity fund

Charges: Annual charge priced individually for each scheme based on members&#39 data provided by trustees

Minimum term: Four months

Commission: Initial up to 5%, fund-based commission up to 1% a year

Tel: 0117 9290290


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