i2Live Accumulator is a personal pension that allows clients to:
-
transfer and consolidate their existing pension schemes into one plan (including Protected Rights)
-
build their pension fund tax-efficiently with additional contributions
-
control their investments through a range of funds and managers
-
convert all or part of their fund easily to i2
Live Drawdown or i2
Live Annuity when they need to start managing their retirement income
-
enjoy a Pension Commencement Lump Sum (previously known as tax-free cash) when taking benefits
-
buy an annuity from another provider
-
provide a lump sum or income for dependants on death.
Who is it for?
Clients should be at least 18 years old, maximum 74 years. If paying single or regular contributions, your client must be resident in the UK for tax purposes, working overseas as a crown servant, the husband, wife or civil partner of a crown servant working overseas or have been resident in the UK for tax purposes at any point during the last five tax years.
What is the minimum investment?
Minimum initial investment £50,000. This can be a combination of transfer payments or a single contribution.
Additional transfer payment of £250.
Additional single contributions £2,500 gross.
Regular contributions: £250 per contribution, gross.
Download i2Live Accumulator key feature document
Download i2Live Accumulator application form
Download Lincoln i2Live customer brochure
|
