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Individual stakeholder plan  
 

Our individual stakeholder plan is no longer open to new investors. However, if you already have this product, you can still add to it, or make changes to how your pension is invested – see below for more details.

So, what are the main features?
You can increase your regular contributions by as little as a £1.00 a month.
If you currently pay by direct debit you can arrange for your contributions to increase automatically.
You can stop, start, change or suspend your contributions at any time without charge. This may affect the value of your plan when you take your benefits.
You can make a single contribution at any time from just £20.00.
You can add transfer values from the pension scheme of another provider at any time. The minimum single transfer value we will accept is £20.00.
You can ask us to change your investment choices at any time. We offer a wide range of investments linked to the performance of stocks and shares, property, gilts, bonds and cash.
100% of your contributions is always invested in your plan.
The value of the investment can go down as well as up as a result of market movements. You may get back less than you invested.

As a rule, you should pay as much as you can afford into a pension. For more information about this plan, please speak to your financial adviser.


Open quotes Important note

This information is based on our understanding of UK law and HM Revenue & Customs practice. These are subject to change in the future.

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Issued by Clerical Medical Investment Group Limited. Registered Office 33 Old Broad Street, London EC2N 1HZ. Registered in England and Wales, Registered No. 3196171. Clerical Medical Investment Group Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. These pages are intended for UK residents only. Clerical Medical is an introducer of Scottish Widows products. The firms are regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Scottish Widows plc. Registered in Scotland No. 199549. Registered Office in the United Kingdom at 69 Morrison Street, Edinburgh EH3 8YF. Telephone: 0845 767 8910.