The Pension Portfolio from Scottish Life.

Pension Portfolio diagram

Find out about Pension Portfolio for your clients now:

  • Call the Pension Portfolio hotline - 0845 60 40 800
  • Request a call or further information via our online form
  • Contact your usual Scottish Life consultant or account manager

We've brought together all of our best ideas about individual retirement planning into our Pension Portfolio to provide:

  • A complete investment solution, made up of a combination of core investments and self investments;
  • Core investments that include our unique Managed Strategies, a range of time- and risk-graded portfolios that maintain suitable asset allocations for your clients over time;
  • A new array of self investments, with share dealing on an execution-only or advisory basis and all the other permitted investments you'd expect, including UK commercial property;
  • A highly competitive charging structure, meaning your clients only pay for what they use;
  • Financial Adviser's Fee (FAF), our pioneering way to make sure that you're remunerated precisely as you wish to be remunerated for your advice and service.