- Skip to content [Accesskey 'S']
- Skip to navigation [Accesskey 'N']
- Go to Home page [Accesskey '1']
- Go to Site Map [Accesskey '3']
- Go to Search page [Accesskey '4']
- Go to Help page [Accesskey '6']
- Go to Terms & Conditions page [Accesskey '8']
- Go to Contact Us page [Accesskey '9']
- Go to Access Key Details page (Accessibility information) [Accesskey '0']
Portfolio Plus SIPP.
Self investment.
An open architecture product
Allows investment in a wide range of assets including insured funds, collective investments and property. Also allows income withdrawal.
At a Glance
What is it?
- A SIPP offering one of the broadest ranges of funds on the market and with unlimited free insured fund switching for clients.
- A flexible choice offering immediate access to income withdrawal and self-investment.
Consider if your clients...
- Are more experienced investors.
- Want maximum flexibility and access to self-investment options and income withdrawal.
- Would like the ability to switch between similar funds without incurring charges.
The value of investments can fall as well as rise and is not guaranteed.
Why choose us?
Our Portfolio Plus SIPP offers the flexibility to invest in a wide range of assets.
Clients can choose from over 300 insured funds and over 45 fund managers.
Your clients are only charged for the features of the SIPP that they actually use.
A range of income withdrawal options to suit your clients' needs.
Useful tools for pension planning
Multiple illustrations for Portfolio Plus SIPP 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 SIPP on the Cofunds website.
How useful did you find this page?
0845 300 8008
Information on pension quote systems
We may record and monitor calls. Call charges will vary.
Key documents
PDF: 469KB
PDF: 472KB
PDF: 204KB
PDF: 517KB
PDF: 513KB
PDF: 195KB
PDF: 199KB
Your recently viewed items
You need javascript enabled for us to remember your Recently Viewed Items.
Top rated pages
You Might Also Like...
Annuities
We offer a range of options and enhanced rates to help your clients get the most out of their annuity.
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
