Pricing
- Clear, simple approach to pricing
- Each scheme priced individually based on its merits
- Flexible pricing to suit the needs of the scheme - individually tailored to the needs of your business model
- Sustainable value for money for you, your clients, their members and Scottish Widows
- Dedicated team of pricing specialists with considerable experience of the broader commercial issues
- Sophisticated, value-based pricing system
Scheme member discount
- Increases flexibility in determining the scheme Total Annual Fund Charge (TAFC)*
- Enables TAFC applicable for ‘active’ members of a scheme to be set at a lower rate than that applied to ‘inactive’ members
- Appeals to employers that wish to highlight the benefit of being an active scheme member
- Allows you, as an intermediary, to maximise your commission opportunities in return for the services you provide
- Opportunity for members to retain the scheme member discount if they continue to make regular contributions at or above the minimum qualifying level applying at that time
- Even a small reduction in the TAFC applied to a member’s pension fund can make a big difference to their final benefits
*TAFC in practice for an individual will vary according to the funds chosen.
Important notice
Please note that charges, terms and limits may change. We may change the selection of funds that we make available. There may be restrictions on the amount that can be invested in certain funds. Please contact us for details of any restrictions that apply.
