The PPS Investment Account provides the opportunity for you to structure a customised investment portfolio, tailored to your individual requirements.
Construct your personalised portfolio by investing directly in a premium selection of domestic unit trusts. The unit trusts on offer constitute the underlying investments for the PPS range of retirement and savings products, and are made available to you through the PPS Investment Account when investing discretionary money as well. You are afforded the flexibility to structure your investment according to your personal specifications. Choose to invest a lump sum or recurring monthly contributions, change or cease your contributions without incurring penalties and choose your own investment period. Should you wish to change the selection of your underlying unit trusts, you can do so as often as required without incurring a transaction fee.
FEATURES AND BENEFITS
PPS FundsSelect the option suitable to youWe build diversified funds across managers and strategies to achieve consistent performance over time. Our experienced investment team manages the asset allocation and manager combination of each solution. You just need to select the appropriate multi-managed fund. View our PPS Funds>>
Other Funds You select from managers on our platformYou choose the appropriate combination of funds from our pre-approved list to construct the solution you want. Our online functionality allows you to manage your overall asset allocation and change the combination of funds at any time.View our other Funds >
Depending on your preference, there are a few ways you are able to invest with us.
Invest via an adviser We always recommend seeking the advice of an experienced and qualified financial adviser to help you set financial goals, save sufficiently for these goals and stick to your investment plans. Should wish to find a PPS Investments accredited adviser, leave your details here and someone will contact you shortly.
Invest via an adviser
Invest NowWith the InvestNow functionality, you're able to place new investments, top up existing investments, switch or make withdrawals. And in-app notifications keep you updated on the progress of your transactions. A nifty retirement calculator and access to key documents like tax certificates are added benefits. Click here to use this functionality.
With the InvestNow functionality, you're able to place new investments, top up existing investments, switch or make withdrawals. And in-app notifications keep you updated on the progress of your transactions. A nifty retirement calculator and access to key documents like tax certificates are added benefits. Click here to use this functionality.
Printing and completing an application form You're also welcome to print the application form and send it to our Validations Team at email@example.com. For any further support, our dedicated client service teams are available between 8:00 and 17:00, Mondays to Fridays at 0860 468 777 or firstname.lastname@example.org to assist you with your transaction.