Self Investments

Giving your clients a more hands on approach to their investments.

If you have clients who want even more investment freedom they can easily add the Self Investments element of the Pension Portfolio. This brings access to:

Fund supermarket: opening access to over 1,000 more funds from more than 50 leading investment houses.
Execution Only share dealing: offering a competitively priced Execution Only service.
Discretionary Fund Management: if, in consultation with you, your clients decide to engage the services of specialist fund managers, they can choose from our panel of preferred discretionary fund managers. This panel consists of Cazenove Capital Management, Rathbone Investment Management and Tilney Investment Management.
Other permitted investments: including government and corporate bonds and UK commercial property.