STAKEHOLDER PENSIONS BUY LIST
WARNING - If you are a GROUP client with investment restrictions (such as
PwC), please make sure that you check that the following comply with any
independence requirements.
We have a number of investment recommendations in certain areas of the market. They are summarised as below:-
| L&G Global Equity 60:40 Index Fund |
**** |
|
| L&G Managed Fund |
*** |
|
| L&G UK Equity Index Fund |
*** |
|
| Aviva Balanced Managed Fund |
*** |
|
| Aviva Defensive Managed Fund |
** |
|
| Aviva Sustainable Future Global Growth Fund |
**** |
|
| Aviva UK Equity Fund |
*** |
|
Notes: The risk profile of the fund will be dictated by the style of management as well as the investment area into which the money is
invested. * is lower risk and ***** is higher risk.');
The management charges for each of the policies vary from one provider to the next. The charges for our recommended pension providers
are summarised here. Each pension provider has a range of funds outside those recommended,
which are summarised here.
Please note that the value of investments and the income from them may go down as well as up. Past performance is not necessarily a guide to
future performance. Investments in overseas assets carry an exchange rate risk and may cause the value of the investment to fluctuate. In
addition, you are unable to draw benefits from your pension plan until age 50 at the earliest.
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