Planning for retirement

Do it yourself

You may be put off by the initial costs of advice to set up a pension or you may think you can make decisions yourself without advice. We have an option for you!

If you do not want advice then consider our non-advised do it your self investment propositon via our partner. You can explore options around investment levels and risk profiles before you even need to put in your personal details.

If you decided to go down this route then remember you can always come back to us as your funds grow and more individual advice becomes more beneficial.

Past performance is not an indicator of future performance. The value of investments and income derived from them may go down as well as up and you may not necessarily get back the amount you invested.  

Pension Solutions

Platform solutions

We may recommend that you hold and trade your investments and/or pensions in one place via a platform service. Under this solution, the funds are managed by Discretionary Fund Managers (DFM) through the construction of model portfolios which align to your attitude to risk and offer diversification. By opting for this solution, you will have easy access to valuations and up to date information via accessing the Platform where the funds are held. The DFMs will also send quarterly reports detailing the investment performance and valuation of your portfolio to keep you regularly updated. This solution also provides greater security for your funds as they are ringfenced from the DFMs.

Blogs and news about pensions

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Positive Advisers Limited is an appointed representative of New Leaf Distribution Ltd who are authorised and regulated by the Financial Conduct Authority (FCA). FCA number is 460421.


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