Product Retirement Trustee Investment Plan 680X392

Trustee Investment Plan

Investment plan for pension scheme trustees

Introducing our Trustee Investment Plan

Our Trustee Investment Plan lets pension scheme trustees invest in a wide range of funds. Whether it’s a single contribution or a regular premium contribution, our plan can help. It also provides flexible withdrawal or surrender options.

Key benefits

Money
Choose from a comprehensive investment fund range
Calendar
Phase investment over time
Dollar
Make single and regular contributions
Calculator
Flexible withdrawal choices

Is it right for us?

Our Trustee Investment Plan is designed for trustees of UK registered pension schemes to potentially increase the value of their investments.

This product may be right for you if:

  • You invest at least £15,000
  • You want the option of making additional one-off or regular payments
  • You’re looking for a medium to long-term investment plan
  • You want to have the potential for the money you invest to increase in value
  • You want access to a wide range of investment funds managed by Canada Life or some of the UK’s major investment groups, or a combination of the two

This product will not be right for you if:

  • You have less than £15,000 to invest
  • You want a short-term investment
  • You are not a trustee of a UK registered pension scheme
  • You want to invest directly without the services of a financial adviser

The value of your plan can go down as well as up and your client may get back less than they invested. The amount they will get back will depend on the performance of the funds chosen, how long they invest for, charges and any withdrawals taken.

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Fund centre

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Also worth knowing

Key Documents Highlight 704W X 554H

Customer documents

Trustee/Adviser guide
An overview of our Trustee Investment Plan

Key features
Trustee Investment Plan - Key features

Next steps

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