INVESTMENT OPTIONS. - Legal & General
INVESTMENT OPTIONS. - Legal & General
INVESTMENT OPTIONS. - Legal & General
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
Individual AND GROUP pensionS – Investment options<br />
25<br />
The following Profiles are only available for the<br />
following pension plans:<br />
Personal Pension 2000 plans<br />
Self Invested Personal Pension 2000 plans<br />
Stakeholder Pension plans<br />
MONTHLY UK EQUITY INDEX<br />
LIFESTYLE PROFILE (CONTINUED)<br />
Mix of funds during the 10 years prior to your<br />
selected retirement date<br />
Months to<br />
your selected<br />
retirement date<br />
UK Equity Index<br />
Fund %<br />
Fixed<br />
Interest<br />
Fund %<br />
Cash<br />
Fund %<br />
PROFILES WITH A 10 YEAR SWITCHING PERIOD<br />
Monthly switching profile – This profile starts switching<br />
10 years before your selected retirement date, and then<br />
every month after that.<br />
87<br />
86<br />
85<br />
84<br />
71.67<br />
70.83<br />
70.00<br />
69.17<br />
21.25<br />
21.88<br />
22.50<br />
23.13<br />
7.08<br />
7.29<br />
7.50<br />
7.70<br />
MONTHLY UK EQUITY INDEX<br />
LIFESTYLE PROFILE<br />
Mix of funds during the 10 years prior to your<br />
selected retirement date<br />
83<br />
82<br />
81<br />
80<br />
79<br />
68.33<br />
67.50<br />
66.67<br />
65.83<br />
65.00<br />
23.75<br />
24.38<br />
25.00<br />
25.63<br />
26.25<br />
7.92<br />
8.12<br />
8.33<br />
8.54<br />
8.75<br />
78<br />
64.17<br />
26.88<br />
8.95<br />
Months to<br />
your selected<br />
retirement date<br />
UK Equity Index<br />
Fund %<br />
Fixed<br />
Interest<br />
Fund %<br />
Cash<br />
Fund %<br />
77<br />
76<br />
75<br />
63.33<br />
62.50<br />
61.67<br />
27.50<br />
28.13<br />
28.75<br />
9.17<br />
9.37<br />
9.58<br />
74<br />
60.83<br />
29.38<br />
9.79<br />
120+<br />
100.00<br />
0.00<br />
0.00<br />
73<br />
60.00<br />
30.00<br />
10.00<br />
120<br />
99.17<br />
0.63<br />
0.20<br />
72<br />
59.17<br />
30.63<br />
10.20<br />
119<br />
98.33<br />
1.25<br />
0.42<br />
71<br />
58.33<br />
31.25<br />
10.42<br />
118<br />
97.50<br />
1.88<br />
0.62<br />
70<br />
57.50<br />
31.88<br />
10.62<br />
117<br />
96.67<br />
2.50<br />
0.83<br />
69<br />
56.67<br />
32.50<br />
10.83<br />
116<br />
95.83<br />
3.13<br />
1.04<br />
68<br />
55.83<br />
33.13<br />
11.04<br />
115<br />
95.00<br />
3.75<br />
1.25<br />
67<br />
55.00<br />
33.75<br />
11.25<br />
114<br />
94.17<br />
4.38<br />
1.45<br />
66<br />
54.17<br />
34.38<br />
11.45<br />
113<br />
93.33<br />
5.00<br />
1.67<br />
65<br />
53.33<br />
35.00<br />
11.67<br />
112<br />
92.50<br />
5.63<br />
1.87<br />
64<br />
52.50<br />
35.63<br />
11.87<br />
111<br />
91.67<br />
6.25<br />
2.08<br />
63<br />
51.67<br />
36.25<br />
12.08<br />
110<br />
90.83<br />
6.88<br />
2.29<br />
62<br />
50.83<br />
36.88<br />
12.29<br />
109<br />
90.00<br />
7.50<br />
2.50<br />
61<br />
50.00<br />
37.50<br />
12.50<br />
108<br />
89.17<br />
8.13<br />
2.70<br />
60<br />
49.17<br />
38.13<br />
12.70<br />
107<br />
88.33<br />
8.75<br />
2.92<br />
59<br />
48.33<br />
38.75<br />
12.92<br />
106<br />
87.50<br />
9.38<br />
3.12<br />
58<br />
47.50<br />
39.38<br />
13.12<br />
105<br />
86.67<br />
10.00<br />
3.33<br />
57<br />
46.67<br />
40.00<br />
13.33<br />
104<br />
85.83<br />
10.63<br />
3.54<br />
56<br />
45.83<br />
40.63<br />
13.54<br />
103<br />
85.00<br />
11.25<br />
3.75<br />
55<br />
45.00<br />
41.25<br />
13.75<br />
102<br />
84.17<br />
11.88<br />
3.95<br />
54<br />
44.17<br />
41.88<br />
13.95<br />
101<br />
83.33<br />
12.50<br />
4.17<br />
53<br />
43.33<br />
42.50<br />
14.17<br />
100<br />
82.50<br />
13.13<br />
4.37<br />
52<br />
42.50<br />
43.13<br />
14.37<br />
99<br />
81.67<br />
13.75<br />
4.58<br />
51<br />
41.67<br />
43.75<br />
14.58<br />
98<br />
80.83<br />
14.38<br />
4.79<br />
50<br />
40.83<br />
44.38<br />
14.79<br />
97<br />
80.00<br />
15.00<br />
5.00<br />
49<br />
40.00<br />
45.00<br />
15.00<br />
96<br />
79.17<br />
15.63<br />
5.20<br />
48<br />
39.17<br />
45.63<br />
15.20<br />
95<br />
78.33<br />
16.25<br />
5.42<br />
47<br />
38.33<br />
46.25<br />
15.42<br />
94<br />
77.50<br />
16.88<br />
5.62<br />
46<br />
37.50<br />
46.88<br />
15.62<br />
93<br />
76.67<br />
17.50<br />
5.83<br />
45<br />
36.67<br />
47.50<br />
15.83<br />
92<br />
75.83<br />
18.13<br />
6.04<br />
44<br />
35.83<br />
48.13<br />
16.04<br />
91<br />
75.00<br />
18.75<br />
6.25<br />
43<br />
35.00<br />
48.75<br />
16.25<br />
90<br />
74.17<br />
19.38<br />
6.45<br />
42<br />
34.17<br />
49.38<br />
16.45<br />
89<br />
73.33<br />
20.00<br />
6.67<br />
41<br />
33.33<br />
50.00<br />
16.67<br />
88<br />
72.50<br />
20.63<br />
6.87<br />
40<br />
32.50<br />
50.63<br />
16.87