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You are here: Group Factsheet

Investments

Pension Funds / Standard Life Assurance Co

Group Stakeholder Pension Plan

Key details
Fund range rating fund range rating: 3
Product type Group Pension Plan
Premium type Both Single & Regular Premiums
Fund switching available tick
Income withdrawal facility tick
Self-investment facility cross
Stakeholder plan tick
Loyalty bonus cross
Protected portfolio cross
Funds available within this product 43
Date 15-Sep-08
Notes on special offers: n/a

Premiums
Minimum amount-Annual n/a
Minimum amount-Monthly premium £20
Minimum amount-Single premium n/a
Minimum amount-Transfer premium n/a

Withdrawals
Annual withdrawal without penalty 0.00%

Allocation Rate
  100.00% - 0.00%

Charges
Product annual charges 1.00%
Product exit charges n/a
Notes: 1% p.a. standard charge, though all schemes are individually priced (where external fund links have an additional charge they are only available if reduced commission is taken)

Commission
Initial commission 0.00%
Notes: Single Premium Initial Commission (150% uplift) Term to earlier Single Premium Initial of NRD/age 65 comm (inc. loyalty comm) 0-2 years 0.00% 3-4 years 1.50% 5-7 years 2.25% 8-9 years 3.00% 10-14 years 4.50% 15-24 years 5.25% 25+ years 6.00% Inclusive in the Single Premium Initial commission rates, Loyalty Commission of 2% plus uplift will be payable. Loyalty commission will be reclaimed if the fund value of each SP/TV reduces to zero with three years of each commission payment. Fund Based Commission: 0.3% including uplift based on 150% Regular Premium Uplift 150% 1% AMC * Nil commission 0.70% AMC Fund Based Commission 0.30% Level 3.75% Up Front Commission Individually priced with 1 year clawback period * Additional commission not available for GShP as AMC cannot exceed 1% price cap. " We individually price all group schemes. " Schemes of 5-50 lives will be considered in exceptional circumstances but remuneration terms offered will generally be restricted to fund based, level or nil commission. " We will not accept schemes with fewer than 5 lives.
This product provider's service level

Standard Life Assurance Co


User rating:

star rating :



Based on 88 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.

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