Welcome to Portable Pension

Combining state-of-the-art technology for the investment platform and a white label technology provider, with expert discretionary fund management and the expertise of Cheetham Jackson’s Investment Committee, The Portable Pension would provide an unparalleled outcome for employees, and another major selling tool for your company in its continued growth success.

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What are the benefits?

The Portable Pension has been developed to provide a market leading alternative to the low cost, low value mainstream auto-enrolment offerings.

The proposed solution would provide a number of unique benefits:

A fantastic investment return for employees with lower pricing than NEST and a superior investment outcome through bespoke portfolios using discretionary fund management.
A revenue share in return for conducting financial education training
If you were to move forward with financial planning, the ability to market Financial Planning to any auto enrolment clients who wish to engage in advice through visibility of the pension membership base.

Our Solution

Greater returns

A qualified investment committee to select top-tier providers.

Enhanced Service

Technology partners based on support, ease of use, and modern technology.

Lower Costs

Overall lower costs for those currently contributing.

Added Value

through a programme of financial education and learning resources.

Conclusion

The Portable Pension will provide a market leading proposition for employees and for the business itself, both in terms of technology, performance and cost.

The enhanced service and ease of use will save time and resource and create a fantastic user experience, and the revenue stream generated by the value-add activities will provide both significant income and capital value.

Combining these with expertise of our investment committee delivers a truly exceptional proposition.

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