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What we offer

We have the solutions your clients need.

As a pensions specialist, all of our effort, energy and resources go into making our proposition as strong as possible, underpinned by some of the most experienced people in the industry.

Individual pensions

For individual clients we offer an individual retirement plan called Pension Portfolio. It's a single lifestyle solution that can act as personal pension, a self-invested personal pension or an income drawdown plan.

Corporate pensions

We have made a name for ourselves in the field of group pensions and employee benefits, where we are one of the very few providers able to offer a full range of professional pension services to employers and trustees.

We handle large, complex final salary schemes, small stakeholder pensions - and everything in between. Whether it's a full occupational restructure service, workplace scheme promotion or benefits administration, we can help.

Governed Range

We offer a full range of investment options to help meet your client's needs.

Our 'off the shelf' Governed Portfolios feature regular governance reviews and auto rebalancing at no extra cost. This means that we make sure that investments are regularly reviewed to make sure that they continue to meet their objectives. We also offer a choice of fixed or flexible lifestyle strategies.

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