Adviser > Individual > At a glance
At a glance
Pension Portfolio is the pension your clients never grow out of.
In depth
Download the following PDF guides for more information:
We have designed Pension Portfolio so that it can adapt to fit the needs of all your clients - whoever they are, whatever their circumstances.
Core Investments
We offer a compelling range of funds with clearly defined objectives. We also provide a purpose-designed suite of investment portfolios and lifestyle strategies to ensure your clients invest in the funds most suitable for them.
Self Investments
For clients who want a more hands on approach to their pension investments, or access to a greater range of options, we offer our Self Investments. These include a fund supermarket, online share dealing and panel of discretionary fund managers.
Income Release
Our fully integrated income drawdown facility allows your clients to access their pension benefits at a time, and in a way, that suits their circumstances. We call this Income Release.
Transparent charges
We've made the charging structure for the Pension Portfolio easy to understand. Each level of investment flexibility has its own charges - so your clients pay only for what they use.
Flexible commission options
We designed the Pension Portfolio to give your clients all the flexibility they want, so we've designed its remuneration package to meet all your needs.
You can choose from a range of flexible commission options that can be tailored to match your desired income stream. And our competitive Financial Adviser's Fee provides a better choice for you and your client.
Online servicing
A comprehensive online service supports our Pension Portfolio. This reduces the time you spend on administration, allowing you to focus on activities that add value to your business.
Our online service allows you to view and update client and plan information, and access all our latest product literature, application forms, key features, technical guides and sales aids. It also provides all the functionality you need to administer plans for clients using Income Release.
For professional advisers only
