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:
Your entire pension is fully protected by the Financial Services Compensation Scheme, no matter how much you’ve saved. This is an upgrade from our existing plans, which are protected up to £85,000.
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, this plan is tailored just for Penfold customers. We’ll continue improving it based on your feedback to make sure it aligns with your values and goals.