Investment Knowledge

Investment Knowledge

Trustee Investment Plan

Trustee Investment Plan. What is the trustee investment plan? Who can take out a trustee investment plan?

Trustee Investment Plan

Complement your client's sipp or ssas investments with the lv= smoothed funds, without transferring away. Our trustee investment plan (tip) is for trustees of uk registered occupational pension schemes and self invested personal pension schemes (sipps). Delaying your income until later with guaranteed future income.

Our Trustee Investment Plan (Tip) Is For Trustees Of Uk Registered Occupational Pension Schemes And Self Invested Personal Pension Schemes (Sipps).


It allows trustees to invest in our range of funds. This key features document is intended for uk registered pension schemes (and common investment funds comprising the assets of uk registered pension schemes) that wish to gain exposure to the insurer’s range of life funds via a trustee investment plan, and their trustees and professional advisers. Our smoothed managed funds trustee investment plan (tip) is a single premium investment plan for trustees of uk registered pension schemes.

Most Modern Trusts Give Trustees Wide Investment Powers Allowing Them To Invest In Any Type Of Investment.


The plan can be opened with an initial investment of £10,000. Through our trustee investment plan, you can invest in one or a number of investment funds. The trustee investment plan is a pension investment product.

You Can Make Additional Lump Sum Contributions Of £1,000 Where We Agree To Accept Them.


Taking an income now with guaranteed immediate income.

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Our Smoothed Managed Funds Trustee Investment Plan (Tip) Is A Single Premium Investment Plan For Trustees Of Uk Registered Pension Schemes.


Each plan forms part of the pension scheme assets. Delaying your income until later with guaranteed future income. This will include investments in life assurance products, unit trusts, oeics, shares, deposits and property.

What Is The Trustee Investment Plan?


Through our trustee investment plan, you can invest in one or a number of investment funds. It allows trustees to invest in our range of funds. It is not intended for individual scheme members.

Our Trustee Investment Plan (Tip) Is For Trustees Of Uk Registered Occupational Pension Schemes And Self Invested Personal Pension Schemes (Sipps).


The plan can be opened with an initial investment of £10,000. Most modern trusts give trustees wide investment powers allowing them to invest in any type of investment. This key features document is intended for uk registered pension schemes (and common investment funds comprising the assets of uk registered pension schemes) that wish to gain exposure to the insurer’s range of life funds via a trustee investment plan, and their trustees and professional advisers.

You Can Make Additional Lump Sum Contributions Of £1,000 Where We Agree To Accept Them.


Taking an income now with guaranteed immediate income. They still have to take into account the goals of the trust and what is considered prudent. How much can we pay in?

Complement Your Client's Sipp Or Ssas Investments With The Lv= Smoothed Funds, Without Transferring Away.


Who can take out a trustee investment plan? The trustee investment plan is a pension investment product. By choosing from a range of investment options within your metlife trustee retirement portfolio, you can build a pension investment structured around your personal circumstances and financial needs.