Trustee Investment Plan Investment plan for pension scheme trustees At a glance Product details Adviser resources Introducing our Trustee Investment Plan Our Trustee Investment Plan lets pension scheme trustees invest in a wide range of funds. Whether it’s a single contribution or a regular premium contribution, our plan can help. It also provides flexible withdrawal or surrender options. Key benefits Choose from a comprehensive investment fund range Phase investment over time Make single and regular contributions Flexible withdrawal choices Is it right for us? Our Trustee Investment Plan is designed for trustees of UK registered pension schemes to potentially increase the value of their investments. This product may be right for you if: You invest at least £15,000 You want the option of making additional one-off or regular payments You’re looking for a medium to long-term investment plan You want to have the potential for the money you invest to increase in value You want access to a wide range of investment funds managed by Canada Life or some of the UK’s major investment groups, or a combination of the two This product will not be right for you if: You have less than £15,000 to invest You want a short-term investment You are not a trustee of a UK registered pension scheme You want to invest directly without the services of a financial adviser The value of your plan can go down as well as up and your client may get back less than they invested. The amount they will get back will depend on the performance of the funds chosen, how long they invest for, charges and any withdrawals taken. Need an adviser? Get a tailored quote for this product from a financial adviser. To find one, visit Unbiased. Find an adviser Fund centre Explore all our available funds. See our price lists, fund performance, factsheets and more. Learn more Also worth knowing How does the Trustee Investment Plan work? How much can you pay in? Can I amend the regular premiums after the plan starts? What funds are available? How will I know how the plan is doing? Customer documents Trustee/Adviser guide An overview of our Trustee Investment Plan Key features Trustee Investment Plan - Key features Next steps Need an adviser? Get a tailored quote for this product from a financial adviser. To find one, visit Unbiased. Find an adviser Customer support Use our helpful finder tool to get support information for each of our products. Customer support Get in touch Call customer services 0345 606 0708 or send an email Monday to Friday, 9am to 5pm Contact us News & Insights Corporate Our websites Site information Find help Twitter Linkedin Youtube © 2021 Canada Life UK. All rights reserved Legal statement