Introducing Pension Portfolio

	Pension Portfolio
	Income Release
	Other individual pensions
	Segmenting your pensions business

Adviser > Individual > Introducing Pension Portfolio

5 great reasons to choose Pension Portfolio

Great value for your clients
Pension Portfolio offers a clear, pay-as-you-go charging structure so your clients only pay for the services they use.

Flexible investment options
Our options can be aligned to your service model, so you can spend more time with your most valuable clients.

Income Release
Our fully integrated income drawdown facility lets your clients access their benefits from age 55 in a way most suited to their individual needs - whether as a lump sum, income, or a combination of both.

Flexible remuneration
Pension Portfolio offers your clients flexibility. And we've also designed its remuneration package to meet your needs, too.

5 star service
Dedicated support that works with you to ensure you and your clients get what you need.

News and updates

When a platform's not the right tool for the job, what is?
We think our award-winning Governed Portfolios can offer a profitable alternative.

AKG continue to endorse our Governed Range
We've once again received independent validation of our Governed Range, and the processes underpinning it, from AKG.

Opportunities for your business

Reduce IHT Liability With Children's Pensions
Did you know that paying into a pension
for a child or grandchild is a way to reduce Inheritance Tax (IHT) liability and benefit from tax relief?

Personal Pensions vs Stakeholder
Find out why personal pensions can be as suitable, if not more so, than stakeholder pensions for some clients.

Income Drawdown
Client facing material to help meet FSA requirements and clients' needs.