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Pensions & Retirement
Scottish Widows stakeholder pension
Key Features
- Eligibility
-
Ages 0-75
- Bestinvest Terms
-
1% p.a. (unlimited access to external funds)
- Minimum contribution levels
-
| Lump sum |
Employer |
£20 gross |
|
Employee |
£20 net |
| Monthly |
Employer |
£20 gross |
|
Employee |
£20 net |
- Fund Range
-
35 funds, including a number of Tracker funds and three
externally managed funds run by Blackrock, Newton and Schroders.
For a full list please read the funds guide.
Recommended splits
| Fund |
Defensive |
Cautious |
Moderate |
Adventurous |
| SCWI European |
6% |
8% |
10% |
12% |
| SCWI Indexed Stock |
18% |
13% |
9% |
8% |
| SCWI North American |
6% |
9% |
12% |
15% |
| SCWI Property |
13% |
9% |
7% |
6% |
| SCWI SSgA Asia Pacific Ex Japan Equity
Index |
3% |
5% |
7% |
9% |
| SCWI SSgA Japanese Equity Index |
2% |
2% |
4% |
5% |
| SCWI SSgA Sterling Corporate Bond All Share
Index |
13% |
12% |
4% |
6% |
| SCWI SSgA UK Equity Index |
17% |
16% |
15% |
15% |
| SCWI Strategic Income Bond |
18% |
17% |
18% |
9% |
| SCWI UK Equity |
- |
9% |
14% |
15% |
| SCWI UK Fixed Interest Tracker |
4% |
- |
- |
- |
The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested.
Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors
on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are
dependent on your individual circumstances and are subject to change.
Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only
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