Adviser  >  Individual  >  Introducing Pension Portfolio

Pension Portfolio

The plan that evolves with your clients

Latest updates

Financial Adviser's Fee

Find out how our remuneration option is consistent with the Financial Services Authority's Adviser Charging proposals.

Personal Pensions or ISAs?

With interest rates at an all time low, personal pensions are an attractive alternative to ISAs for those clients looking to invest for the longer term.

What the FSA Thematic Review means

Switching a client's pension can be good advice. Find out how Scottish Life can help your business be compliant.

Income Release

Our fully integrated income drawdown facility lets your clients access their benefits at a time and in a way most suited to their individual needs - whether as a lump sum, income, or a combination of both.

All the features your clients need

Real investment choice

All the choices you want in a single plan, allowing you to be as hands on or as hands off as you like.

Competitive charging structure

Your clients pay only for the services they use.

Financial Adviser's Fee

Our pioneering customer agreed remuneration option. This ensures you get paid for your advice in the way you want.

Other pensions

Scottish Life also offers a range of other individual pensions including Stakeholder, S32 and Executive Pension Plans.

Online service

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

Literature library

Download forms, key features, guides and sales aids in PDF format.