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.
Our fully integrated income drawdown facility, supported by five specifically designed Governed Retirement Income Portfolios, lets your clients access their benefits from age 55 in a way most suited to their individual needs and attitude to risk.
5 star service
Dedicated support that works with you to ensure you and your clients get what you need.
Supporting adviser charging
We can facilitate payment of adviser charges from your client's plan, if they wish us to do so.
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.
Personal Pensions vs Stakeholder
Find out why personal pensions can be as suitable, if not more so, than stakeholder pensions for some clients.
Client facing material to help meet FSA requirements and clients' needs.
What Pension Portfolio offers your clients:
Download forms, key features, guides and sales aids. 'Quick picks' makes it easy to find the most common Pension Portfolio literature.
View and update client and plan information for Pension Portfolio and Income Release.
Last Update: October2012
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