Savings and Investments.

Couple on bench

When you work with us, we believe you’ll get competitive commission levels on our savings and investment products.

Bonds

  • Portfolio Bond, available through our Investor Portfolio Service (IPS) provides access to a wide range of funds managed not only by us, but fund managers such as Investec, Jupiter and Schroders.

Pensions

  • Stakeholder, Personal Pensions and Group Personal Pensions.
  • Portfolio Plus SIPP, available through our IPS, offers access to a wide range of funds from fund managers such as M&G and First State, as well as us.
  • Annuity service.

Investments

  • Portfolio Investments, including ISA's, OEIC's and unit trusts, all available through IPS offering a wide range of funds managed by us and fund managers such as Investec, Jupiter and Schroders.
  • Structured products.

Estate Planning

  • Our trust range offers a variety of estate planning solutions. These include our Discounted Gift Scheme and Loan Scheme.

How useful did you find this page?

User rating:
[Click a star to save your rating]

Join today

Email us or call the recruitment team on 0800 027 5444.

Monday to Friday 9am to 5pm.
We may record and monitor calls. Call charges will vary.

Cards

Our Mortgage club

Exclusive mortgage deals from one of the UK's largest clubs.

See the benefits

Your recently viewed items

You need javascript enabled for us to remember your Recently Viewed Items.

Top rated pages

You Might Also Like...

Award winning protection

Learn about our extensive product range.

More choice

Extra commission potential by including General Insurance to your sale.

Independently strong

Learn about us and the financial strength behind our brand.