Financial & Legal Services
10/06/2015 Financial & Legal Services
The sophisticated lump sum investment that fits easily into your plans Quick facts
As a high net worth individual you want an investment that can react quickly to changing market conditions, your own lifestyle and location, without unnecessary restrictions. You also want a smooth service. And a touch of class.
PIMS answers these criteria beautifully. It’s a portfolio bond, offering a choice between fully open and guided architecture, both fizzing with upmarket features. While catering for almost all attitudes to risk, it’s also fully compatible with most pension schemes. And, for extra sophistication, it can slip silkily into one of our carefully crafted trusts if required. PIMS also offers a smoothly flexible charging structure, and the ability to appoint a discretionary fund manager or an investment adviser.
PIMS in trust
Using PIMS in conjunction with a trust could really benefit you when structuring your financial affairs. From tax to succession planning, the perfect trust solution might not be far away.
We have a range of trusts which you can utilise with PIMS, including:
Getting started with PIMS
If you are keen to invest, the first thing you should do is have a conversation with your financial adviser. We believe it's crucial that you take professional advice before investing in any of our products, and that is why we only accept business introduced via financial advisers. They will be best placed to advise you as to how to tailor a PIMS policy so that it best meets your specific needs and attitude to risk.
Here is a brief summary of some of the options: