INVESTMENT OPTIONS. - Legal & General

Individual AND GROUP pensionS – Investment options
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The following Profiles are only available for the
following pension plans:
Personal Pension 2000 plans that started on or after
6 April 2001
Self Invested Personal Pension 2000 plans that
started on or after 6 April 2001
Stakeholder Pension plans
PROFILES WITH A 10 YEAR SWITCHING PERIOD
Yearly switching profiles – This profile starts switching
10 years before your selected retirement date, and then
on each anniversary of that date.
PROFILES WITH A FIVE YEAR SWITCHING PERIOD
Quarterly switching profile – This profile starts switching
five years before your selected retirement date, and then
every three months after that.
GLOBAL EQUITY FIXED WEIGHTS 50:50 INDEX/
FIXED INTEREST LIFESTYLE PROFILE
Mix of funds during the five years prior to your
selected retirement date
Months to
your selected
retirement date
Global Equity
Fixed Weights
50:50 Index
Fund %
Fixed
Interest
Fund %
Cash
Fund %
GLOBAL EQUITY FIXED WEIGHTS
50:50 INDEX/OVER 15 YEAR GILTS
LIFESTYLE PROFILE
Mix of funds during the 10 years prior to your
selected retirement date
60+
60
57
54
51
48
100
95
90
85
80
75
0.00
3.75
7.50
11.25
15.00
18.75
0.00
1.25
2.50
3.75
5.00
6.25
Years to your
selected
retirement date
Global Equity
Fixed Weights
50:50 Index
Fund %
Over 15
Year Gilts
Fund %
Cash
Fund %
45
42
39
36
70
65
60
55
22.50
26.25
30.00
33.75
7.50
8.75
10.00
11.25
More than 10
100
0
0
33
50
37.50
12.50
9 – 10
90
10
0
30
45
41.25
13.75
8 – 9
80
20
0
27
40
45.00
15.00
7 – 8
70
30
0
24
35
48.75
16.25
6 – 7
60
40
0
21
30
52.50
17.50
5 – 6
50
50
0
18
25
56.25
18.75
4 – 5
40
60
0
15
20
60.00
20.00
3 – 4
30
64
6
12
15
63.75
21.25
2 – 3
20
68
12
9
10
67.50
22.50
1 – 2
10
72
18
6
5
71.25
23.75
Less than 1
0
75
25
3
0
75.00
25.00
0
0
75.00
25.00