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What is it?

Choice. Flexibility. Control.
The benefits of our Flexible Pension Plan (FPP) are clear.

Designed for the more sophisticated investor, our FPP has all the benefits of a conventional pension plan, with the added flexibility of a self-invested option. So your clients can adapt their investments whenever they like.

Investment choice

  • Insured
    More than 130 funds to choose from, with a variety of risk profiles.
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  • Self Invested
    Give your clients greater control over their investments.
    Read more

Tools

Investment risk profiler

A key element in the advice process is establishing your clients' investment strategy. This tool can help you produce an appropriate asset allocation in line with each individual client's risk profile and investment objectives, as well as providing you with an audit trail.

Have a look at our demo to see how our web-based tool can bring your clients into the decision-making process and help you build long-term relationships with them.

Log in to our online services via the link on your right to use our Investment Risk Profiler now.

Fund Supermarket

With our Fund Supermarket you can access and monitor your clients' self-invested assets and trade online 24 hours a day, seven days a week. You can also access our Morningstar tools and sortable fund list.

Log in to our online services via the link on your right to use our Fund Supermarket now.

Morningstar tools

Morningstar investment planning tools let you:

  • view, research and analyse fund options to create portfolios - saving you money by doing the complex research on your behalf
  • view and print a list of your clients' investments - saving you time by collating all the information for you

Have a look at our demo to see how these integrated investment tools could save you time, money and effort when planning for your clients.

Take a look at how our Morningstar tools can help you

Sortable fund list

Because we have such a wide range of funds to choose from, we've put together a fund list for you with filters so that you can check out our funds by asset class, fund manager's name, Standard & Poor's rating, or even by the special deals that we've negotiated with the fund managers.

Log in to our online services via the link on your right to use our sortable fund list now.


New user?

Get a UNIPASS certificate or contact your local AEGON Scottish Equitable branch to register for our online services.