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Trustee Investment Plan

Investment plan for pension scheme trustees

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.

Is the Trustee Investment Plan right for you?

Choose from a comprehensive investment fund range

What are the risks?

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.

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

Fund Centre

Explore all our available funds. See our price lists, fund performance, factsheets and more.

Need an adviser?

Get a tailored quote for this product from a financial adviser. To find one, visit Unbiased.

Frequently asked questions

We use your investment to buy units within the fund (or funds) of your choice. The fund(s) chosen may invest in stocks and shares, bonds, property or cash. The value of these assets will determine the value of the units you hold. The income from these assets (such as dividends or rent from property) may also increase the unit value.
When you’re ready to invest in a plan, you’ll need to tell us how much you want to pay in – the minimum amount is £15,000.

The minimum for additional single premium payments into an existing plan is £15,000.

You can pay regular premiums into the plan when we set it up or at a later point, subject to these minimum:

Every month

£1,250

Every three months

£3,750

Every six months

£7,500

Every year

£15,000

You’ll need to make your initial regular payment by cheque. After that, we’ll collect your future payments by direct debit.
There’s a wide range of funds available covering the major geographical areas and sectors, as well as some specialist funds. We can manage these funds, or you can access an extensive choice of funds managed by other investment management companies. You can invest in up to 10 separate funds for each payment.
Every six months, we’ll send a statement to the first named trustee on the application form. The statement will include the value of each investment. We’ll also send a copy to your financial adviser.

Our Fund Research Centre will show you the unit price of each fund we offer (choose Pension Series 4), together with fund fact sheets which detail the current asset split and past performance of funds.