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.
The value of investments can fall as well as rise and is not guaranteed.
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.
It’s far quicker and easier for you and your clients and there’s no need to re-key client details.
Time saving for you and money saving opportunities for your clients.
Call charges will vary. We may record and monitor calls.