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Introducing Pension Portfolio

Our Pension Portfolio has been designed so that it can adapt to fit the needs of all your clients - whoever they are.

Flexibility is the key to Pension Portfolio's adaptability - making it easy to tailor it to each client and to react effortlessly when their needs change.

The complete lifetime solution for your clients

In depth

Download the following PDF guides for more information:

For more information on how Pension Portfolio offers the clear choice for you and your clients, visit www.scottishlife.co.uk/pp.

  • Flexible investments
    Pension Portfolio gives your clients all the choices they could possibly want in a single plan, allowing you to be as hands on or as hands off as you like. This means more peace of mind for you because it shows your clients more clearly how valuable your advice is.
  • Income Release
    Our integrated income drawdown facility allows your clients to withdraw money from their plans to suit their needs. So you can retain your clients for longer and have more opportunities for regular reviews. Both these factors boost your income stream.
  • A highly competitive charging structure
    Your clients pay only for the services they use. This means bigger pension pots for your clients - and makes your clients less vulnerable to alternative sources of financial advice.
  • Our pioneering Financial Adviser's Fee
    This customer agreed remuneration option ensures you get paid for your advice in the way you want.

Find out more

Take a look at the features and benefits of Pension Portfolio. We think you'll agree it provides everything that you and your clients could want from a personal pension.

You can also download the product literature from our website to find out more.

For professional advisers only