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Mortgage Club
For Advisers and Mortgage Intermediaries

Savings and Investments.

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We offer a wide range of pension and investment products that could be used to meet your clients’ needs.

Pensions

With over 50 years’ experience in the pensions market, we believe we can give you what you need to advise your clients on the ideal retirement solution. Plus, with our suite of sales support marketing literature and access to our technical specialists, you’ll have our full support.Our pension products include:

  • Portfolio Plus Pension
  • Portfolio Plus SIPP
  • Stakeholder Pension
  • Buy Out Plan (individual)
  • Group Pensions

In addition to our overall pension proposition, we also offer the Suffolk Life Master SIPP. Suffolk Life is one of the leading providers and administrators of specialist pensions.

Investments

With our wide range of investment products we can help you find a solution to your clients’ investment needs. Our Investment helpdesk is on hand to help with any questions you have. We’re also happy to give guidance on taxation, trusts and estate planning. You can also ask to be sent our monthly investment newsletter.

Cofunds

We’ve teamed up with Cofunds, the UK’s largest independent funds platform, who specialises in serving the intermediary market. Cofunds currently hold assets under administration in excess of £39bn (as at 01 April 2012). Their system gives you access to MI that allows you to analyse your client base, realise opportunities and make the most of your relationships. For more information on the products and services offered through Cofunds, please see Cofunds Website.

Find out more

For more details on all our products please visit our Adviser Centre.

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