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Legal & General

Enhanced choice, convenience & control built into this flexible pension

 

Further enhancements have been made to the Legal & General Portfolio Plus SIPP, making this product more competitive than ever:

  • One of the widest ranges of insured funds on the market (over 300) plus the opportunity to invest in collectives on Cofunds

  • A minimum investment of £25,000 (which can now include Protected Rights) either in insured funds, collective investments or a combination of both before any other self investments

  • Invest in up to 50 insured funds (previously 10) per contribution/payment type (with a maximum of 100 across the plan)

  • Offers funded commission up to age 75 for single contributions transfer values and contracting out rebates (previously age 70)

  • Now accepts Pension Credits

  • Accepts Protected Rights and has income withdrawal facilities

  • Now has competitive annual charges for larger fund sizes with no switching or installation charges for Cofunds collective investments

  • Benefits from Cofunds award winning platform functionality which now includes electronic buy and switch capabilities for platform collectives.

Special offer - Portfolio Plus Income Withdrawal

Income withdrawal minimums have been reduced for both designated and undesignated funds within the Legal & General Portfolio Plus SIPP and Portfolio Plus Pension.