Designer Pension
Here are some of the features of our Designer Pension plan.
- Employers can provide tailored personal pension packages for specific groups of employees within one scheme.
- There’s a great investment choice available with 46 Aviva-managed funds plus a further 201 funds offered by 31 different investment management companies.
- Clients have the freedom to switch into one of our other personal pension products – under Aviva’s one set of rules. (not stakeholder).
- Our online Pension tracker makes it easy for employees to see how their pension plan is progressing and helps them to estimate what their potential future retirement income might be.
- For further information please see our Key features document
Each Designer Pension plan is priced on an individual basis and each case is assessed on its individual merits. The minimum scheme premium is £30k.
Here are the commission and charges for our Designer Pension plan.
| Type of charge | Detail | Notes |
|---|---|---|---|
| Charges | Annual Fund Charge | Varies | This is taken as a percentage of the fund value each year. |
Additional Yearly Charge | Up to 1.70% | This charge may apply for some of the funds available. | |
Fund manager expense charge | Up to 0.90% | This charge may apply for some of the funds available. | |
Performance charge | Varies | For some of the funds available, a performance fee may be charged when the fund performs better than its benchmark. |
Here is some information to help you to decide if our Designer Pension plan is right for your client.
| Designed for employees who | Not designed for employees who |
|---|---|
|
|
| Key considerations | Possible alternatives |
|
|
Here are some examples of the support we offer you and your client on our Designer Pension plan.
Secure services
You can get an illustration for our Designer Pension plan, retrieve an existing illustration and make scheme enquiries online through our Secure Services.
Pension tracker
Our online Pension tracker is a great way for employees to monitor the progress of their pension plan more easily. They can access detailed plan information and a range of easy-to-use tools to help them see what their pension could be worth at retirement.
Budget planner and Pension calculator
Our Budget planner and Pension calculator can help you work out with your clients’ employees how much they can afford to pay into their plan.
Contact us
We have a wide range of support staff available to help you, click here to find the right number that meets your needs
WA04056 03/2010
