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The simple way for your clients to start a pension, with low monthly payments and low charges.
The value of the stakeholder pension can down as well as up and could be less than invested.
The Stakeholder Pension is the ideal entry into retirement planning for clients who want to make low monthly payments and pay low charges.
Read the Stakeholder Pension key features
Parents can set up a Stakeholder Pension for children aged under 18. Either the parent, or a third party (such as a grandparent) could pay into it.
Must take benefits from an Aviva Stakeholder Pension by age 75.
Min automatic annual increase
Automatic increase will be at the Average Weekly Earnings index, with a minimum of
3% and a maximum of 15%.
Max automatic annual increase
Type of charge
Annual fund charge
0.55% per annum
The percentage shown is the annual total. This charge is taken on a monthly basis, by cancellation of units from the individual plan.
Large fund rebate
Reduces the amount of the Annual Fund Charge. The amount of the discount depends on the value of the Stakeholder Pension. Please see the table below.
Additional yearly charge
Some funds have an additional yearly charge – the amount will vary by fund, but the maximum total yearly charges will not exceed 1% per year.
Discount each year
Annual fund charge after discount
£0 - £19,999
£20,000 - £49,999
£50,000 - £99,999
£100,000 and over
You may also want to take these points into consideration:
We’ve got plenty of online support for you as you run your day-to-day business.
You can log onto Aviva for Advisers and:
Make plan enquiries
Download case details for your records
Policy overview, including start dates payment details
Transaction history showing payments and charges
Switch and redirect funds online
See your client’s policy documents online
Access fund prices, performance and risk ratings
Compare and chart performance at fund, index and sector level using the charting tool
See external fund ratings from OBSR, S&P and Crown
Search using industry standard fund codes: Sedol, Citicode and ISIN
Extract fund details and performance data into a CSV file compatible with Excel
Access all day, every day
Graphical snapshots of current and past plan values and payments
Retirement planner showing current estimate retirement values and model ‘what if’ scenarios
Salary exchange calculator
Easy-to-use calculator helps you show your client how salary exchange could save them money
Produce personalised reports explaining how your client is affected by salary exchange
Before and after scenarios to highlight the benefits for employees and employers
Produce letters for employees to sign their agreement to salary exchange
Download literature any time:
- key features
- sales aids
- application forms
- servicing forms
- business building support.
Stakeholder Pension and Your Pension @ Aviva (Stakeholder) individual plans 13.12.2004 - 10.04.2006 Aviva Stakeholder Pension brochure
You can find contact details for each product area in the drop-down list:
View all contact details
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