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Scottish Life – Individual Stakeholder Pension Plan

Tuesday, 6 May 2003

Type: Individual Stakeholder pension plan

Minimum premium: £20

Minimum-maximum ages: From birth-75

Fund links: Managed, UK equity, UK ethical, global managed, European, Japan, Far East, global equity, Pacific, worldwide, UK mid cap, American, property, fixed interest, index linked, defensive managed, corporate bond, security 98, security 100, deposit, Scottish Life / BGI consensus, Scottish Life / Schroder hermes UK index tracker, Scottish Life / BGI global equity, balanced, opportunity, cautious retirement investment strategies

Charges: Annual 0.4 &#45 1%

Allocation rates: 100%

Minimum term: One day

Options: Short-term disability benefit, long-term disability benefit, both with or without life cover

Commission: Regular premiums – initial up to 25%, renewal up to 2.5%, fund based renewal up to 0.35%, level up to 3.5%, single premiums &#45 initial up to 3.5%, fund based renewal up to 0.35%

Tel: 0845 7192021


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