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MetLife – Retirement Portfolio


Retirement Portfolio

Type: Individual personal pension with capital guarantee, income guarantee, deferred Sipp and unsecured personal pension options

Minimum investment: Lump sum £50,000

Investment choice: Eight secure capital funds, eight secure income funds, five managed portfolios, five index portfolios, six index funds and 39 externally managed best of breed funds, wider investment options through Sipp

Options: Deferred Sipp, unsecured personal pension

Charges: 0.4-0.55% a year for product wrapper, annual 0.55-1.6% for capital guarantee option depending on fund chosen, annual 0.5-1.75% for income guarantee option depending on fund chosen, annual 0.1-0.95 for other funds

Commission: Menu -based initial up to 6%, renewal up to 1%

Tel: 0845 370 6040


Multi-manager Carne joins F&C

F&C has bolstered its multi-manager team with Paul Carne, who joins from Crosby Forsyth on July 7.


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