Wide range of investment options
Sophisticated online tools and services
Flexible saving for clients
Integrated drawdown facility
What you need to know
- Pensions Portfolio offers value for money and could help you build a better financial future for your clients
- Our Governed Range is the heart of our investment offering, consisting of 14 risk-graded, multi-asset portfolios. You can also pick from our fund range, which includes external funds from some of the world's leading investment companies
- You can tailor each plan to suit your clients' financial goals and make changes as they make their way to and through retirement
- We'll support you and your business with a named contact and a range of tools and services designed to help you deliver the best results for your clients.
Support for your business
Key documents and resources
Produce quick quotes and manage your client's plan using our online service.
Business Support Unit
We offer expert guidance on the industry’s best advice systems, with a dedicated business manager on hand to support you when you need it.