Wide-ranging flexibility

Payment Flexibility

Flexibility applies as much to how your clients pay as to their investment choices. Regular payments can be made either monthly (by direct debit) or yearly (paid by direct debit or cheque). It can be a fixed amount or increase in line with earnings, RPI or at a set level of between 1% and 10%. The minimum regular payment is just £50 a month or £600 a year. For single or transfer payments the minimum is £1000, unless your client is making regular payments.

Retirement Flexibility

Everybody plans for their retirement differently. We bend over backwards to help. SIPP clients can receive an unsecured pension from age 50 (55 from 2010) made through income payments directly from the Pension Portfolio Bank Account. Clients can make multiple unsecured pension designations each year, although the minimum amount per designation is £15,000.

Flexible Investments

Investment choice... the Pension Portfolio has lots of it. Which gives you the opportunity to demonstrate the real value of your advice and your clients the ability to invest in whatever they like and refine their portfolio over time.

This website provides a summary of the various investment options currently available. These will continue to grow as we add innovative, new investment solutions in the future.