Share Dealing

Clients who want the flexibility to invest some of their pension savings directly in the stockmarket can do so through the Pension Portfolio.

Clients can purchase stocks and shares using one of two methods:

Execution Only
Discretionary Manager

Just as with the fund supermarket, we will set up a Pension Portfolio Bank Account for your clients that will be used for purchasing assets and receiving the proceeds on the sale of an asset. Any income generated from assets held within the Pension Portfolio, such as dividends, will also be paid into the account. Before purchasing any investments, there must be sufficient funds in the bank account to complete the transaction.

Investment returns can fluctuate and are not guaranteed.