Adviser > Individual > Introducing Pension Portfolio
Introducing Pension Portfolio
Our Pension Portfolio has been designed to adapt to the needs of all your clients - whoever they are.
Its clever 3-in-1 structure combines a personal pension, a range of self investment options and drawdown functionality - creating a flexible product that can keep pace with your clients' changing lifestyle and needs, as they approach retirement.
It comes with support and service to help your recommendations meet the advice criteria required by the Financial Services Authority (FSA).
What makes Pension Portfolio so special?
In depth
Download the following PDF guides for more information:
- Flexible investments
Our product comes with a wide investment proposition that can easily align to your business model enabling you to service your clients more profitably. - A highly competitive charging structure
Each level of flexibility has its own charges - so your clients only pay for what they use.
- Commission options that you can tailor to your desired income stream
You can choose from a range of flexible commission options including our customer agreed remuneration model called Financial Adviser's Fee (FAF) which is broadly consistent with the proposals in the RDR.
- Income Release
Our integrated income drawdown facility allows your clients to withdraw money from their plans to suit their needs. So you may retain your clients for longer and have more opportunities for regular reviews.
- 5 star service
Our hard earned reputation for superior customer service is something we are immensely proud of. It's the culmination of years of hard work understanding what matters most to you and your clients. And then delivering it.
Find out more
For more information on the benefits of Pension Portfolio and how we can help make your life easier visit www.scottishlife.co.uk/pp.
For professional advisers only
