Portfolio Plus Trustee Investment Plan.

An investment solution to suit you

Why choose us?

• With one of the most comprehensive fund ranges in the market, we can offer a suitable solution regardless of your attitude to risk.
• At the forefront of our support services is our team of workplace benefits specialists, trained in partnership with the Chartered Insurance Institute and The Pensions Management Institute.

What can you expect?

• A cost-effective, flexible and modern investment plan.
• Access to our considerable pension investment expertise.
• A wide range of funds giving trustees and members the opportunity to diversify their investment strategy with the aim of increasing benefits.
• Remember, the value of investments can go down as well as up and is not guaranteed.