Be a disciplined investor
We are authorised and regulated by the Financial Conduct Authority
How your savings are invested matters
Three ways to invest your pension savings
The aim of our investment strategy is that more often than not the investments you make through us will beat the average market return by a small yet significant amount.
Average index return.
Average tracker return.
Important: pension savings can go down as well as up. Past performance is not a reliable indicator of future results. Taking pension money early isn’t right for everyone because it could leave you with less to live on in retirement. That’s why it makes sense to talk with an independent and regulated adviser, such as Portafina, first.
The disciplined investor: