Important information

Please be aware that there will be a temporary disruption in our web services. This is due to necessary maintenance work that will be taking place from Friday 1st December until 12:00 on Saturday 2nd December. 

Thank you for your patience and we apologise for any inconvenience caused.

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
Phase investment over time
Make single and regular contributions
Flexible withdrawal choices

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

Frequently asked questions

Customer documents

Trustee/Adviser guide
An overview of our Trustee Investment Plan

Key features
Trustee Investment Plan - Key features