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Winterthur Life – Open Pensions

Friday, 27 April 2001.



Type: Cafeteria-style pension product covering group personal pension, group stakeholder and group money purchase.

GROUP PERSONAL PENSION

Minimum premium: £50,000 per scheme a year.

Minimum group size: 50.

Minimum-maximum ages: From birth-70.

Fund links: Winterthur Schroder managed, Winterthur Deutsche managed, Winterthur Baillie Gifford managed, Winterthur Gerrard pooled pension, Winterthur BGI consensus managed, Winterthur elite cautious managed, Winterthur elite balanced managed, Winterthur elite stockmarket managed, Winterthur Schroder equity, Winterthur Jupiter income, Winterthur Perpetual high income, Winterthur BGI all share tracker, Winterthur Exeter capital growth, Winterthur ABN AMRO UK growth, Winterthur Credit Suisse income, Winterthur Newton income, Winterthur BGI ex multinational index, Winterthur Gartmore UK smaller companies, Winterthur Invesco GT European growth, Winterthur Gartmore European selected ops, Winterthur Credit Suisse transatlantic, Winterthur Fidelity American, Winterthur Credit Suisse Orient, Winterthur Fidelity South East Asia, Winterthur Baillie Gifford Japanese, Winterthur protector, Winterthur Deutsche all weather equity, Winterthur Deutsche annuity conversion, Winterthur fixed interest, Winterthur index linked, Winterthur BGI over 15 year UK gilt, Winterthur Gartmore global bonds, Winterthur BGI global equity 70/30, Winterthur BGI global equity 60/40, Winterthur international, Winterthur Newton international growth, Winterthur BGI multinational index, Winterthur Credit Suisse fellowship, Winterthur Aberdeen technology, Winterthur Close FTSE techMARk, Winterthur Sarasin equisar, unitised with-profits, Winterthur Exeter zero preference, Winterthur deposit.

Charges: Annual 0.4-1 per cent.

Allocation rates: 100 per cent.

Minimum term: One day.

Options: None.

Commission: Subject to negotiation.

GROUP STAKEHOLDER

Minimum premium: £50,000 per scheme a year.

Minimum group size: 50.

Minimum-maximum ages: From birth-70.

Fund links: Winterthur Schroder managed, Winterthur Deutsche managed, Winterthur Baillie Gifford managed, Winterthur Gerrard pooled pension, Winterthur BGI consensus managed, Winterthur Schroder equity, Winterthur BGI all share tracker, Winterthur Newton income, Winterthur BGI global equity, Winterthur Close FTSE techMARK, Winterthur Deutsche all-weather equity, Winterthur Deutsche annuity conversion, Winterthur international, Winterthur Newton international growth, Winterthur fixed interest, Winterthur index linked, Winterthur deposit.

Charges: Annual 0.4-1 per cent.

Allocation rates: 100 per cent.

Minimum term: One day.

Options: None.

Commission: None.

GROUP MONEY PURCHASE

Minimum premium: £50,000 per scheme a year.

Minimum group size: 50.

Minimum-maximum ages: 16-70.

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