An investment solution to suit you
The Portfolio Plus Trustee Investment Plan has no fixed term and is suited to larger sums invested over longer periods. It’s aimed at trustees of occupational pension schemes or self invested personal pensions and offers a diverse range of funds providing you with a solution to suit your investment needs.
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.