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Investments

Life Funds / Aegon/Scottish Equitable plc

Investment Control - Establishment Charge Option

Key details
Fund range rating fund range rating: 2
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 91
Date 02-Nov-09
Notes on special offers: n/a

Premiums
Minimum amount-Annual n/a
Minimum amount-Monthly premium n/a
Minimum amount-Single premium £5,000
Minimum amount-Transfer premium n/a

Withdrawals
Annual withdrawal without penalty 7.50%

Allocation Rate
  102.00% - 0.00%

Charges
Product annual charges 0.50%
Product exit charges 11.25% in year 1, reducing to 0% after 5 years
Notes: 0.5% p.a. for most internal funds. Some funds are subject to an additional management charge. There is also a 0.32% p.a. Portfolio charge

Commission
Initial commission 0.00%
Notes: n/a
This product provider's service level

Aegon/Scottish Equitable plc


User rating:

star rating :



Based on 121 respondent(s)
Customer service rating
Member / Policyholder communications star rating : 3
Administration speed star rating : 3
Administration accuracy star rating : 3
Online services star rating : 3
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.

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