Adviser > Individual > Remuneration
Remuneration
Pension Portfolio gives your clients all the flexibility they want. And we designed its remuneration package to meet all your needs, too.
You can choose from a range of flexible commission options that can be tailored to match your desired income stream.
Core Investments
The Pension Portfolio offers a flexible menu of commission options, allowing you to tailor your remuneration according to the work you do for each client. You can opt for our pioneering Financial Adviser's Fee (FAF) which combines the best of both fee based and traditional commission models.
With FAF you can take up to 75% of the first year's regular payments and up to 7.5% of any single and transfer payments.
As FAF is a form of customer agreed remuneration, your clients know exactly how much they are paying for your advice. And because the cost is kept separate from our management charge the ongoing plan charges are kept low - offering the potential for higher projected fund values in the long term.
Alternatively, you can select from a range of commission options which are paid for through the annual management charge.
Income Release
If your client is using Income Release from the outset, the commission options are restricted to FAF and fund based commission. For plans where Income Release is not being used immediately, it is possible to build in additional commission when Income Release starts, as long as this is disclosed at the outset of the Pension Portfolio.
Self Investments
If your client is self investing their Pension Portfolio you can receive a fee based on the value of the Self Investments. The cost of this is deducted directly from the client's Pension Portfolio Bank Account.
Find out more
Further details of the remuneration options available to you are provided in the Pension Portfolio Commission Guide.
For professional advisers only
