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Portfolio Plus Pension.
Flexibility.
A wide range of insured funds for more flexibility.
An open architecture personal pension investing in insured funds with the ability to take income drawdown, with an option to self invest at a later date.
At a Glance
What is it?
- A personal pension for accumulating savings in one of the broadest ranges of insured funds.
- No need to transfer to another product to self-invest and/or take income drawdown.
Consider if your clients...
- Want more investment choices than a Stakeholder pension can offer.
- Have no immediate plans to self-invest but may wish to in the future.
- Can make regular monthly contributions of more than £200, or have at least £5,000 as a single payment or transfer.
The value of investments can fall as well as rise and is not guaranteed.
Why choose us?
Clients can choose from over 320 insured funds and over 40 fund managers (as at April 2013).
The charges for our Portfolio Plus Pension reduce for larger pension funds.
Your clients will benefit from the option to change their plan into a full SIPP at a later date.
Useful tools for pension planning
Multiple illustrations for Portfolio Plus Pension at the touch of a button
It’s far quicker and easier for you and your clients and there’s no need to re-key client details.
Our calculator illustrates the financial benefits of salary sacrifice
Time saving for you and money saving opportunities for your clients.
0845 300 8008
Information on pension
quote systems
Call charges will vary. We may record and monitor calls.
Key documents
PDF: 1.05MB
PDF: 235KB
Pensions
