A personal pension with flexibility to meet changing client needs

Cofunds are delighted to announce the launch of the Portfolio Plus Pension from Legal & General. The Portfolio Plus Pension is a personal pension that provides your clients with access to a wide range of insured funds at outset. Portfolio Plus Pension also offers the flexibility to self invest and/or take income withdrawal in the future, without the need to transfer to another product.

One of the widest ranges of insured funds on the market (over 300)
After 30 days your clients have access to the self investment and income withdrawal option (subject to minimum fund value)
Invest in up to 50 insured funds per contribution/ payment type (with a maximum of 100 across the plan)
Offers funded commission up to age 75 for single contribution transfer values and contracting out rebates
Accepts Pension Credits
Benefits from Cofunds award winning platform

Self investment and income withdrawal option*:

Your clients can invest in collectives on Cofunds
A minimum fund value of £25,000 (which can include Protected Rights) in insured funds and/or collectives on Cofunds before any other form of self investment can be held
Income withdrawal is subject to minimum fund values. See the Portfolio Plus Product Summary for further details

*Available after 30 days subject to minimum criteria.

Special Concession

From 18 August 2008, until further notice, Legal & General will be reducing the minimum regular contribution from £200 to £100 per month. This concession will apply if the initial application is accompanied by either a single premium or transfer value of at least £30,000, and all investments are invested in insured funds.