Introducing our personal pension

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.

Why Pension Portfolio?

Flexible pension

Pension Portfolio combines a personal pension, drawdown pension and SIPP in one.

Complete investment solution

Choose a ready-made solution or create your own, we’ve got something for everyone.

Integrated drawdown facility

Move your clients seamlessly into drawdown - from within the same plan.

Adviser charging options

We can facilitate adviser charge payments direct from your client's plan.