Q23709

Tipo di oggetto: Risorsa
In Cartella: Benefit Plans

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Q23709

Dublin Core Metadata

title: Personal Retirement Plan

creator: Legal and General

subject: Adviser Factsheet

description: The pension income and cash lump sum can be converted into a fund value if your client wishes to transfer to another provider. We refer to this as the ‘total policy proceeds’ in any illustration we send. This will be treated as a transfer and not an Open Market Option (OMO). The Personal Retirement Plan includes valuable guarantees that are available from age 60. If your client transfers to another pension plan they will lose these guarantees and the amount they receive could be less. They may also lose life assurance benefit and/or waiver of premium benefit if these apply to their plan. If the fund value is £30,000 or more, then financial advice must be provided before the transfer can proceed.

publisher: Legal and General

contributor: Prudential Regulation Authority

date: 20180313

type: Document

format: txt

identifier: Q23709.pdf

source: Software

language: English

relation:

coverage: UK

rights: Public Domain

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