Pension Portfolio

Pension Portfolio offers great flexibility, an integrated drawdown facility and access to a wide range of investment options.

Adviser charges

Find out about adviser charging options for Pension Portfolio and compare them with our handy table.

More about adviser charges

Switching to Royal London

Consolidating different pension savings into one plan could help create better outcomes for your clients.

About pension switching

Transferring DB pensions

We've set out the types of Defined Benefit transfer we can and can't accept, as well as the information we need from you.

About DB transfers

Our financial wellbeing service

Find out how you can help your clients engage with their pension and access free financial education and guidance.

Meet the Consumer Duty requirements, now and in future

Our support hub is full of guidance and resources to help you continue to meet the Consumer Duty requirements and deliver good client outcomes.

Retirement and lifestyle planner

Your prospects and clients can use this service to learn more about their retirement options, while giving you valuable insights into where they could benefit from your support. Get a customised version of the service for your firm to deploy free of charge.

Services and support