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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 self investment and income withdrawal options.
At a Glance
What is it?
- A personal pension for accumulating savings in one of the broadest ranges of insured funds.
- An option to self-invest and or take income withdrawal without the need to transfer to another product.
Consider if your clients...
- Want more investment choices than a Stakeholder pension can offer.
- Have no immediate plans to self-invest or take income withdrawal 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 300 insured funds and over 45 fund managers.
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.
Perform a pension transfer analysis quickly and simply with e-TVAS
After running the analysis you can download and print relevant literature.
Our calculator illustrates the financial benefits of salary sacrifice
Time saving for you and money saving opportunities for your clients.
Managing business through cofunds
You have access to the UK’s largest independent investment platform.
You’ll find everything you need for the Portfolio Plus Pension on the Cofunds website.
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0845 300 8008
Information on pension quote systems
We may record and monitor calls. Call charges will vary.
Key documents
PDF: 513KB
PDF: 209KB
PDF: 517KB
PDF: 186KB
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Pensions
This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.
© Legal & General Group plc 2012
