The Legal & General Portfolio Plus SIPP
Why recommend our Portfolio Plus SIPP to your clients?
The Legal & General Portfolio Plus SIPP makes an attractive solution to recommend to both existing clients and any potential new clients.
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Flexibility – Your clients’ retirement assets including Protected Rights and Transfers can be placed in one product. We also offer the option of income withdrawal if your clients require it.
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Investment choice – A wide range of options including:
- One of the largest ranges of insured funds in the market (over 300 to choose from over 40 managers).
- Access to Cofunds Collectives.
- Access to other self investment options.
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Excellent value for your clients
- Simple and transparent charging structure – clients only pay for what they use.
- Flexible, competitive charging structure
- Unlimited free switching from insured funds to insured funds or between Cofunds collectives.
Working with us
Our SIPP service is committed to set service level standards and has been developed to ensure you get the level of support and expertise you expect.
- Flexibility to do business however you want, directly with Legal & General or through Cofunds.
- Flexible commission to match your business model.
- Specialist SIPP Service Centre providing access to expert teams.
If you would like to learn more about the Portfolio Plus SIPP and why it could be the retirement solution for your clients, please take a look at the downloads below, call us on 0845 273 0008 or contact your usual Legal & General representative.
We may record and monitor calls. Call charges will vary.
Downloads
The value of units which make up the client's fund can go down as well as up, so the value of the fund is not guaranteed
