Who Is This For
Personal assets
To manage your accumulated wealth in a diversified portfolio of funds kept under continual review with an asset allocation that reflects your attitude to investment risk
Accumulated personal pension funds
A pension plan is simply an investment arrangement with highly favourable tax benefits. The investment of your accumulated pension funds will be one of the most important factors in the success of your pension investment.
Trust and Guardianship assets
The Planned Portfolio Solution is tailor made to help trustees and Guardians meet their statutory requirements of “duty of care” in the proper investment of the funds under their control.