Execution Only
Royal London
Non-Standard PRSA and AVC PRSA
Single contribution/transfer terms.
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Single Contribution - Minimum €10,000
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Minimum Term to Normal Retirement Age is 5 Years
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100% Allocation
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Blackrock Developed World Equity Index Fund (Article 6)
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AMC is 0.60% on 8 Passive Index Funds (Multi-Asset Funds AMC is 0.65%)
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Intermediary remuneration included in AMC pricing
If your transfer or contribution value is circa €380,000 and there are 5+ years to go to the selected retirement age we may be able to reduce the AMC even further. Use the Additional Information part of the contact form to submit your request.
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Regular Contribution - Minimum €750 per month
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Minimum Term to Normal Retirement Age is 5 Years
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100% Allocation
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Blackrock Developed World Equity Index Fund (Article 6)
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AMC is 0.60% on 8 Passive Index Funds (Multi-Asset Funds AMC is 0.65%)
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Intermediary remuneration included in AMC pricing
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Regular Contribution - €250 - €749 per month
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Minimum Term to Normal Retirement Age is 5 Years
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100% Allocation
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Blackrock Developed World Equity Index Fund (Article 6)
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AMC is 0.70% on 8 Passive Index Funds (Multi-Asset Funds AMC is 0.75%)
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Intermediary remuneration included in AMC pricing
NB: The Funds Other Ongoing Costs and Portfolio Transaction Costs are included in the fund performance figures on the Royal London website. AMC is not.
Royal London
ARF and PRB
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Single Contribution - Minimum €100,000
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PRB Minimum Term to Normal Retirement Age is 5 Years
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ARF Maximum Age at entry for ARF is 75.
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No Entry or Exit Charges and No Policy Fees
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100% Allocation. (A 99% allocation may apply to some ARFs)
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Blackrock Developed World Equity Index Fund (Article 6)
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AMC is 0.60% on 8 Index Funds (Active Funds AMC is 0.65%)
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Intermediary remumeration included in AMC pricing
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NB: The Funds Other Ongoing Costs and Portfolio Transaction Costs are included in the fund performance figures on the Royal London website. AMC is not.
Standard Life
Non-Standard PRSA
SP
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Minimum €100,000
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Minimum term to Normal Retirement Age is 5 years for Transfers
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100% Allocation
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Vanguard Global Stock Index (Article 6)
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AMC is 0.70% for Single Contributions and 65% for Transfers (8 Funds)
RP - New
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Minimum €500pm
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100% Allocation
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Vanguard Global Stock Index (Article 6)
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AMC is 1.15% until fund reaches €100,000 then it's 0.70%
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Intermediary remumeration included in AMC pricing
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Other funds can have higher AMCs
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NB: The Funds Other Ongoing Costs and Portfolio Transaction Costs are included in the fund performance figures on the Standard Life website, and an AMC, specific to the fund, is included eg. 0.9% for Vanguard Global Index.
Standard Life
ARF and PRB
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Single Contribution or Transfer - Minimum €200,000
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Minimum term to Normal Retirement Age for PRB is 5 years
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Maximum Age at entry for ARF is 75
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No Entry or Exit charges and No Policy Fees
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100% Allocation
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Vanguard Global Stock Index (Article 6)
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AMC is 0.65% (8 Funds)
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Intermediary remumeration included in AMC pricing
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Other funds can have higher AMCs
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NB: The Funds Other Ongoing Costs and Portfolio Transaction Costs are included in the fund performance figures on the Standard Life website, and an AMC, specific to the fund, is included eg. 0.9% for Vanguard Global Index