Why choose the Stakeholder Pension Plan?

Our Stakeholder Pension Plan offers:

  • A low entry level: plans can be opened from just £16 (net)
  • Flexibility: start, stop or change payments at any time
  • Simple investments: choose from a carefully selected fund range 

Check out our   Stakeholder Pension Plan key features document for more information.

Benefits for your clients

icon Simple and flexible

Up to 12 funds can be invested in at any one time – and there’s no charges for switching funds.


Flexible icon Low charges

Your clients only have to pay a maximum of 1% of the value of the funds they’ve invested in each year.


icon Easy to manage online

Our online dashboard and mobile app make it easy to manage payments, make top ups and more. 


money bag Affordable

This low-cost, entry-level plan can be started from just £16 (net) – our lowest minimum payment.


icon Tax-efficient

Money paid in by clients and 3rd parties will be topped up by the government thanks to tax relief rules. Employers can pay in too.


icon Flexible payments

Clients can start, stop or change payments at any time – so they can pay what they want, when they want.


Stakeholder Pension Plan investment options

The Stakeholder Pension Plan offers a straightforward yet flexible range of investment options. Up to 12 funds can be invested in at any one time – and there’s tracker funds, managed funds, with-profits, and lifestyle profiles to choose from.  If no investments are selected, the default will be selected for them.

icon Lifestyle profiles


These investment options are specifically designed to make it easy for your clients to save for retirement


icon Full fund range


This offers your clients a more hands-on approach, with the freedom to pick from a range of investment funds.

Money invested is at risk. Tax may change in the future.

This website is for financial advisers only and must not be relied on by anyone else. If you’re not an adviser, please go to our customer website for more information about our products and services.