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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 go down as well as up and could be less than invested.
The Stakeholder Pension could be 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 start taking benefits before 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 - £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:
Download literature any time:
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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