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You are here: Group Factsheet

Investments

Life Funds / Friends Provident Life&Pen Ltd

FRIENDS® Wealth Solutions Bond

Key details
Fund range rating fund range rating: 1
Product type Investment Bond
Premium type Single Premium
Fund switching available tick
Income withdrawal facility tick
Self-investment facility cross
Stakeholder plan cross
Loyalty bonus tick
Protected portfolio cross
Funds available within this product 11
Date 09-Nov-09
Notes on special offers: 5%. Any unused withdrawal allowance is carried forward to subsequent years.

Premiums
Minimum amount-Annual n/a
Minimum amount-Monthly premium n/a
Minimum amount-Single premium £10,000
Minimum amount-Transfer premium n/a

Withdrawals
Annual withdrawal without penalty 5.00%

Allocation Rate
  101.25% - 103.00%

Charges
Product annual charges 0.80%
Product exit charges 11% in year 1, reducing to nil after 5 years
Notes: 0.8%-1.7% p.a. depending on funds chosen. If extra FBRC is taken the fund management charge will increase.

Commission
Initial commission 5.25%
Notes: 5.25% (up to 7.25% by negotiation and including online submission enhancement). Commission flexibility is now available through; rebating initial commission to increase client investment; reduce the establishment charge by rebating initial commission and increase the amount of Fund based renewal commission (FBRC).
This product provider's service level

Friends Provident Life&Pen Ltd


User rating:

star rating :



Based on 60 respondent(s)
Customer service rating
Member / Policyholder communications star rating : 4
Administration speed star rating : 4
Administration accuracy star rating : 4
Online services star rating : 4
Group scheme - premium collection star rating : 3
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.

LATEST :

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