Adviser  >  Individual  >  Introducing Pension Portfolio

Pension Portfolio - designed to adapt to the needs of all your clients - whoever they are

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.

Complete investment solution
Our range of investment options makes the process of monitoring and updating your clients' investments as easy as possible - allowing you to be as hands on or hands off as you like.

Income Release
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.

News and updates

Are your clients making the most of the higher annual allowance?
With the annual allowance reducing to £40,000, your clients may want to make the most of the £50,000 entitlement before the end of the tax year.

Income planning tool
We have designed a tool which helps to simplify the drawdown advice process. The information is presented in a clear and concise way making it easy for your client to understand.

Defaqto Retirement Income Guide

The benefits

What Pension Portfolio offers your clients:

  • A flexible plan designed to last a lifetime
  • Clear, pay-as-you-go charging structure
  • Complete investment solution

Literature library

Download forms, key features, guides and sales aids. 'Quick picks' makes it easy to find the most common Pension Portfolio literature.

Online Service

View and update client and plan information for Pension Portfolio and Income Release.

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Online service

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Investment info

Literature library

Tools