The Legal & General Portfolio Plus Pension
The Portfolio Plus Pension from Legal & General offers your clients a flexible pension plan that can adapt to meet their changing needs as they accumulate their retirement wealth.
For clients who require a wide range of investment choice and the option to self invest and /or take income withdrawal at a later date* without having to transfer into a new plan, then the Portfolio Plus Pension could be an ideal recommendation.
The Portfolio Plus Pension offers:
Wide range of investment choice
Including immediate access to one of the widest ranges of insured funds in the pension market comprising of over 300 funds from over 40 managers. We offer the ability to invest in up to 50 funds per contribution type, up to a maximum of 100 per plan.
A tiered charging structure
This rewards your clients as the average rate of annual management charge reduces as their pension fund grows. Once the insured fund value exceeds £30,000 the Annual Management Charge applied to any further growth can be as little as 0.1% (this excludes any additional charges for funded commission or for fund management for the selected funds).
Flexible commission
Commission options that put you in control with attractive choices to suit your business model.
Accessing our expertise
We provide you with a dedicated support from our specialist Service Centre. This includes:
- All plans are set up and managed within our Service Centre.
- Our specialist Pension Bureau can assist you with transfer analysis comparisons and pre- sales technical enquiries.
- Access to free online electronic transfer value analysis system for final salary and money purchase comparisons.
Downloads
To provide you with further information on the Portfolio Plus Pension we have produced a range of promotional material:
* The self investment and income withdrawal option is available after 30 days, subject to minimum fund values. The value of units, which make up the client’s fund can go down as well as up, so the value of the fund is not guaranteed.
