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, 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
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.
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.
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.
Last Update: October2012
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Online service
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Investment info
- Governed range information
- Life fund prices
- Pension fund prices
- Fund performance
- Investment factsheets
Literature library
Tools
Your business
Technical Central
Scottish Life. More financial sense from Royal London.
Scottish Life, St Andrew House, 1 Thistle Street, Edinburgh, EH2 1DG. Scottish Life is a division of the Royal London Group which consists of The Royal London Mutual Insurance Society Limited and its subsidiaries. The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.