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The video vault


Discover more about pensions and how we can help you to stay one step ahead with our quick and easy videos.
We are authorised and regulated
by the Financial Conduct Authority
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The video vault

Discover more about pensions and how we can help you to
stay one step ahead with our quick and easy videos.

We are authorised and regulated
by the Financial Conduct Authority

Why staying invested matters

Reacting to stock market ups and downs can be a risky strategy when it comes to your pension savings. Discover why staying invested matters.

Managing pension drawdown

With pension drawdown you have a lot of choice when it comes to how and when you withdraw your savings. Find out why it helps to have an adviser on your side.

Budgeting in retirement

Sticking to a reasonable budget in retirement will help you to get the most out of your pension, so that it lasts as long as you need it to.

The pension engine

Pensions are complex and powerful. Get to grips with the basics and how we make sure our clients’ pensions are working as hard as they can for them.

Three reasons why pensions are so powerful

Discover why a carefully managed pension is likely to be the most powerful savings tool you’ll ever have.

Your pension mission possible

Find out how you can get the most out of your retirement savings with Portafina on your side. The video will not self-destruct in 5 seconds.

Your pension telephone appointment

Our team of specialist paraplanners have a chat with every one of our clients as part of their pension check. Find out why this appointment is so important.