FOR ADVISERS ONLY
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 and range of investment options to suit your clients’ needs.
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.
What else makes us different?
- We're committed to advisers
Hear about our commitments to your business - straight from our CEO, Isobel Langton. - We deliver hands-on support
When you work with us, you'll always deal with a named contact and have a direct line to reach them on. - We share our profits with your clients
When we do well, we'll aim to boost your client's pension savings by giving them a slice of our profits.