Pre-Annuity Plan
Invests your money in bonds to provide you with returns that broadly correspond to the cost of purchasing an annuity. Managed by State Street Global Advisors.
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
We've simplified each plan's risk rating on this page to a higher/medium/lower scale to aid comparison. Plan factsheets may use a different scale, representing the money manager's own methodology.Pre-Annuity Plan FactsheetTotal 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.