The right ingredients for a successful retirement.
We understand that your clients' needs and goals will often change as life unfolds. That's why we've packed our personal pension full of flexibility. So you can tailor each plan to your clients' individual needs. We call it Pension Portfolio.
Pension Portfolio combines a personal pension, drawdown pension and SIPP in one.
Choose a ready-made solution or create your own, we’ve got something for everyone.
Move your clients seamlessly into drawdown - from within the same plan.
We can facilitate adviser charge payments direct from your client's plan.