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Legal & General – Legal & General Stakeholder Pension – Individual

Thursday, 12 April 2001.

Type: Group stakeholder pension.

Minimum premium: £20.

Minimum group size: 1.

Minimum-maximum ages: From birth-75.

Fund links: Consensus fund, European equity index fund, Japanese equity index fund, UK equity index fund, US equity index fund, global equity index fund, global equity fixed weights index fund, cash fund, distribution fund, equity fund, ethical fund, European fund, Far Eastern fund, fixed interest fund, index-linked gilt fund, international fund, managed fund, North American fund, property fund, UK recovery fund, UK smaller companies fund, Newton income fund, Newton higher income fund, Newton international growth fund, Newton balanced, Deutsche UK equity fund, Deutsche overseas equity fund, Deutsche global growth fund, Deutsche balanced fund, SG UK 350 equity fund, SG Legal & General balanced fund, SG Europe equity fund, SG Legal & General global equity, JP Morgan lifetime growth fund, JP Morgan lifetime moderate fund, JP Morgan UK disciplined equity fund, JP Morgan global (all world ex-UK) equity fund.

Charges: Annual 0.3-1 per cent.

Allocation rates: 100 per cent.

Minimum term: One month.

Options: None.

Commission: Either fund based 0.2-0.4 per cent or level 1.25-2.5 per cent or level 1.25 per cent plus fund based 0.1 per cent or level 1.5 per cent plus fund based 0.15 per cent or one times monthly premium or one times monthly premium plus fund based 0.1 per cent or one times monthly premium plus fund based 0.2 per cent.



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