Portafina.co.uk

The Retirement Account

WEBCash accounts 8.1 Each of your pension savings and pension drawdown arrangements has a cash account. 8.2 The cash account(s)are used to make payments from your …

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URL: https://www.portafina.co.uk/wp-content/uploads/2020/10/Canada-Life-Retirement-account-01.10.2020.pdf

Aegon Retirement Choices (ARC) key information document

WEBPage 5 of 16 Aims To let you build up pension savings in a tax-eicient way, using one or more of the range of investment funds available. To let you keep your pension savings …

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Key Features of the Cash-Out Retirement Plan

WEBYour commitment + Transfer the value of an existing pension plan to us, of at least £10,000. + To choose how long your Cash-Out Retirement Plan

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Key Features of the Pension Annuity (including the Enhanced …

WEBKey Features of the Pension Annuity (including the Enhanced Pension Annuity) AV336729_AN15036_1019.indd 1 10/7/19 9:55 PM

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Guaranteed Pension Annuity

WEBRisks This policy has no cash in value at any time. If you die in the early years of the policy, unless you have chosen a dependant’s annuity and/or a Guaranteed Payment Period …

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WORLD EQUITY FUND (GBP, ACC.)

WEBWORLD EQUITY FUND (GBP, ACC.) AS OF 30 SEPTEMBER 2021 ABOUT DIMENSIONAL * Dimensional is a leading global investment firm that has been …

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Lifetime Annuity and Scheme Pension

WEBThe Lifetime Annuity and Scheme Pension (including Enhanced versions and those for beneficiaries and dependants) The Financial Conduct Authority is a financial services …

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Key Features of the Pension Annuity

WEBOther documents We want you to be confident you have all the information you need to decide on your pension annuity. You should also read the following documents:

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WEB5/3 ',0(16,21$/8.&25((48,7<)81')$&76+((7 'HFHPEHU 2EMHFWLYH Aim: The fund aims to maximise long-term total return. Investment process: The fund is managed on a …

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5/3 ',0(16,21$/* /2%$/& 25(( 48,7< )81')$&76+((7

WEB5/3 ',0(16,21$/* /2%$/& 25(( 48,7<)81')$&76+((7 'HFHPEHU 2EMHFWLYH Aim: The fund aims to maximise long-term total return. Investment process: The fund is managed on a …

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5/3 ',0(16,21$/* /2%$/7 $5*(7('9$/8( )81')$&76+((7

WEB5/3 ',0(16,21$/* /2%$/7 $5*(7('9$/8()81')$&76+((7 2FWREHU 2EMHFWLYH Aim: The fund aims to maximise long-term total return. Investment process: The fund is managed on a …

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5/3 ',0(16,21$/* /2%$/7 $5*(7('9$/8( )81')$&76+((7

WEB7rswhqkroglqjv holding % holding % 1 devon energy corp 0.42 6 keycorp 0.35 2 nucor corp 0.40 7 ally financial inc 0.34 3 occidental petroleum corp 0.38 8 hess corp 0.33

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Customer version

WEBKey features of the Protected Retirement Plan Customer version The Financial Conduct Authority is a financial services regulator. It requires us, LV=, to give you this important …

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5/3 ',0(16,21$/* /2%$/7 $5*(7('9$/8( )81')$&76+((7

WEB7rswhqkroglqjv holding % holding % 1 devon energy corp 0.56 6 regions financial corp 0.37 2 hess corp 0.41 7 m & t bank corp 0.36 3 keycorp 0.38 8 ally financial inc 0.36

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WEB7rswhqkroglqjv holding % holding % 1 royal dutch shell 4.43 6 bp 2.55 2 astrazeneca 4.19 7 glaxosmithkline 2.43 3 unilever 3.91 8 diageo 2.24 4 rio tinto 3.27 9 vodafone group 1.82

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Overseas Corporate Bond Tracker (ARC) Pn PDF Factsheet

WEBFund mgmt group BlackRock Fund name Overseas Corporate Bond Index (UK) Launch date 28 Jan 2011 Fund size £2,718.29m as at 30 Sep 2021 Sedol code: B5W76K5

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