The Personal Pension Plan is for clients who demand more flexibility and a wide range of investment choice.
It's a tax-efficient retirement plan available for people who are
- Under 75
- Resident in the UK
- Looking to invest £150 a month
- Considering contracting out of the State Second Pension
Features & benefits
Not for your client?
Take a look at our other retirement planning options: Retirement Account or Stakeholder Pension.
To help you offer your clients the best return on their investment we have an extensive range of funds, including
- Single manager and tracker funds managed by Scottish Widows Investment Partnership (SWIP)
- Investment funds managed by external managers
- Multi-manager funds
- Lifestyle switching
- Solution & Portfolio funds managed via SWIP
View fund performance, fund prices and fund factsheets.
Online services
Complete a range of tasks quickly and easily using eServices, from setting up new business to servicing your existing clients
Literature
Download sales aids, application forms, key features, adviser and client guides from our Personal Pension Plan literature.
Tools and calculators
Our online tools and calculators can help you make clear recommendations, including reports, to support your recommendations and an audit trail for compliance purposes