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Retirement and Savings Products

The MetLife Retirement Portfolio provides access to a range of guarantee features. Our guarantees allow clients to guarantee their capital against market falls, lock-in gains when markets rise and guarantee income for life. The MetLife Retirement Portfolio therefore offers a complete guarantee solution for total peace of mind.

Click here to find out more information on MetLife’s Retirement Portfolio.

The MetLife Self Invested Pension Plan (SIPP) is designed to provide you with the freedom and control that you require as you plan for a secure financial future. It gives you a range of investment options, including the MetLife TIP, equities and other quoted investments, collective investments and a number of property types.

The MetLife Trustee Investment Plan (TIP) provides access to a range of Best of Breed and Index funds as well as Managed and Index Portfolios that help you and your Financial Adviser to build an investment strategy that suits your personal circumstances. The TIP is designed to be held in a SIPP or Small Self Administered Scheme (SSAS).

The MetLife TIP also includes the Secure Retirement Option, a feature that provides you with access to a guaranteed value from your investment shortly before your 75th birthday and with the option of taking part of this guaranteed value from your 55th birthday onwards.

The MetLife Investment Bond gives you access to our Best of Breed and Index funds as well as Managed and Index Portfolios. So whatever you’re seeking from your investment, there’s likely to be an option to suit your needs.

The Bond also includes the Secure Capital Option that allows you to safeguard your initial investment for a ten year period, safe in the knowledge that your original investment is guaranteed regardless of market performance.

To help you with Inheritance Tax planning, MetLife offers a range of Trusts to be used with the Investment Bond.

For further information on MetLife products, please contact your Financial Adviser.

*The MetLife Best of Breed funds are funds drawn from leading investment managers and chosen with the assistance of Morningstar Associates Europe Limited (Morningstar), to provide a list of high quality funds that gives access to a range of asset classes and sectors.

 

Fund Factsheets
Click here for details of our funds.
MetLife Fund Partners
Click here for details of our fund partners.
New Retirement Portfolio
click here  for more information.