Savings and Investments

We offer a wide range of pension and investment products that could be used to meet your clients’ needs.

Pensions
With over 50 years’ experience in the pensions market, we believe we can give you what you need to advise your clients on the ideal retirement solution. Plus, with our suite of sales support marketing literature and access to our technical specialists, you’ll have our full support.Our pension products include:

  • Portfolio Plus Pension
  • Portfolio Plus SIPP
  • Stakeholder Pension
  • Buy Out Plan (individual)
  • Group Pensions

Investments
With our wide range of investment products we can help you find a solution to your clients’ investment needs. Our Investment helpdesk is on hand to help with any questions you have. We’re also happy to give guidance on taxation, trusts and estate planning. You can also ask to be sent our monthly investment newsletter.

Cofunds
We’ve teamed up with Cofunds, the largest platform in the UK who specialises in serving the intermediary market. Cofunds currently hold assets under administration in excess of £89.3bn (as of 30/06/2017). Their system gives you access to MI that allows you to analyse your client base, realise opportunities and make the most of your relationships. For more information on the products and services offered through Cofunds, please see Cofunds Website.