The Penfold Plan takes our Standard and Sustainable plans to the next level by adding new investment types, like listed real assets and liquid alternatives, which are typically reserved for high-net-worth individuals or large financial institutions. These additions aim to boost the growth of your pension pot and provide extra stability during market fluctuations!
On top of that, here are some more exciting highlights:
100% FSCS protection
Your entire pension is fully protected by the Financial Services Compensation Scheme (FSCS) – no matter how much you’ve saved. This means 100% of your pension is covered, with no upper limit. It’s an upgrade from our existing plans, which are protected up to £85,000.
Improved ESG performance
The plan has a better environmental, social, and governance (ESG) rating and a lower carbon footprint than our Standard Plan. It aims to cut carbon emission intensity by 30% compared to similar portfolios — without compromising potential returns.
Built with BlackRock
Developed in partnership with BlackRock, one of the world’s largest and most trusted investment managers, this plan is tailored just for Penfold customers. We’ll keep improving it based on your feedback to make sure it aligns with your values and goals.
Want to learn more? Check out our blog post all about the Penfold Plan.