Global Leaders Plan
Aims to grow your pension savings by investing in around 1,000 of the world’s largest and most recognised public companies.
Could be suitable forAnyone seeking to grow their pension in the years and decades before they retire.
Investment Type
Data provided by Morningstar
Risk/reward profile
Each of our pension plans invest in a different range of assets to meet the needs of its target customer. The mix of assets defines whether the plan is considered higher-risk (designed for growth) or lower-risk (designed for stability).Higher
This higher-risk plan will invest the majority of your money into equities (company shares that are traded on stock markets) or corporate bonds (a type of loan guaranteed by a company). Equities have higher growth potential than other types of assets, but can also fall in value if the company or market performs poorly.Plan factsheet
The Global Leaders Plan launched in February 2025 and therefore the first plan factsheet will be available in July 2025, after the end of the first full quarter, Q2. In the meantime, you can view the latest factsheet for the plan’s underlying index, which constitutes simulated past performance and is not a reliable indicator of future returns.View index factsheetAbout our default plan for customers under 50
The Global Leaders Plan invests in around 1,000 of the world's largest and most recognised public companies. This approach offers customers a greater opportunity to grow their pension savings before they retire.We also have a default plan for customers aged 50 or over, the 4Plus Plan. This plan aims to grow your pension savings by 4% per year above the Bank of England's base rate over a minimum five-year time period. It may be most suitable for anyone considering accessing their pension in the near to medium term.The Global Leaders Plan is designed to meet the needs of a typical non-advised customer under 50 and may not be suitable for all customers. You may wish to consider our other investment options or seek independent financial advice.Total annual fee
With PensionBee you pay just one annual fee, taken from your pension pot.0.70%Annually
Have over £100,000? We'll halve the fee on anything you save over that amount.