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The benefits of being with us.
This service has been designed to help you manage your money more closely, by offering you online access to your investments with support and advice if you need it. Find out more about what you can do and how to gain the most benefit from the service.
In control.
You have the option to make changes to your portfolio as you see fit, and can always speak to one of our advisers should you need advice. We actively monitor the panel of funds we offer you against strict criteria. A reassuring combination.
CHOICE.
Our Portfolio Bond offers you the chance to invest for potential growth, income or a combination of the two using a wide range of funds.
Flexibility.
A tax efficient way of saving for retirement, allowing you greater freedom to decide where some or all of your assets are invested. It also provides you with greater flexibility in how you can take income from your pension.
Our products.
An investor's guide
This guide is an easy to understand explanation of all the essentials you need to know before you invest.
Product key features
Portfolio Bond and Portfolio Plus SIPP can only be bought through one of our advisers. These key features documents on the following pages provide information about the product. They should be read alongside the personal illustration that you'll be given when you speak to one of our advisers. Please call us on
0800 316 8540 to receive yours. We may record and monitor calls.
Contact us
To invest in the Portfolio Bond and Portfolio Plus SIPP you first need to consult an adviser. You can invest in Portfolio Investments directly, or with the assistance of an adviser, it is up to you.
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Fund panel guide (PDF: 359KB)
Find out how we select, monitor and manage the range of investment funds you can choose from.
User guide
Step-by-step instructions about how to use the Investor Portfolio Service website and make the most of it.
An investor's guide (PDF: 726KB)
An easy to understand explanation of the essentials you need to know before you invest.
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