I Agree

We have updated our Privacy and Cookie Policy. By clicking "I Agree" below, you acknowledge that you accept our Privacy and Cookie Policy and Terms of Use.


This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here



It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Group Factsheet

Pension Funds / AXA Sun Life

Personal Pension Plan

Key details
Fund range rating fund range rating: 3
Product type Personal Pension Plan
Premium type Single Premium
Fund switching available tick
Income withdrawal facility cross
Self-investment facility cross
Stakeholder plan cross
Loyalty bonus tick
Protected portfolio cross
Funds available within this product 93
Date 01-Sep-08
Notes on special offers: n/a

Minimum amount-Annual n/a
Minimum amount-Monthly premium n/a
Minimum amount-Single premium £1,000
Minimum amount-Transfer premium £1,000

Annual withdrawal without penalty 0.00%

Allocation Rate
  100.00% - 0.00%

Product annual charges 0.80%
Product exit charges n/a
Notes: 0.8% max (based on total value of the arrangement taking into account all regular & single premiums, and transfer values. Additional fmc's may apply to externally managed funds). Funds based commission will increase the amc on a 1:1 basis, i.e. 0.5% fbc = 1.3% amc total

Initial commission 2.00%
Notes: Single premium commission ranges from 2%-15% depending upon the term (5-40 years). Refer to literature for full clawback details. Up to 0.5% funds based can be taken (if taken initial commission will be capped)
This product provider's service level

AXA Sun Life

User rating:

star rating :

Based on 92 respondent(s)
Customer service rating
Member / Policyholder communications star rating : 3
Administration speed star rating : 2
Administration accuracy star rating : 3
Online services star rating : 3
Group scheme - premium collection star rating : 2
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close