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The Royal London 360 PIMS is frequently recommended to clients for both lump sum savings and to hold the underlying assets within QROPS portfolios. We can help clients pay lower fees on their RL360 PIMS when investing via First Equitable.
The RL360 PIMS is what is commonly known as an investment bond or portfolio bond. The PIMS (Personal Investment Management Service) policy has been designed to allow lump sums and/or existing investments that you hold to be invested within a single tax efficient wrapper.
The policy has a minimum investment amount of £50,000 or currency equivalent, and is available in a choice of 7 currencies: GBP, USD, JPY, EURO, CHF, AUD and HKD. The RL360 PIMS policy will let you invest in a wide range of investments from collective investment funds, investment trusts, structured products, fixed term deposits, listed equities or corporate or government bonds and you also have the option to appoint a discretionary investment manager.
If you have been recommended the RL360 PIMS for either your lump sum savings, QROPS (Qualifying Recognised Overseas Pension Scheme) or SIPP (Self-Invested Personal Pension), speak to a First Equitable Adviser before you invest; through our transparency and bespoke charging structures we have helped lots of clients secure preferential terms for their savings. Put simply we can help you pay lower fees.
We are also well placed to take over existing RL360 PIMS policies where clients have become dissatisfied with their current adviser and/or the investment returns of their portfolio. Underperforming investment funds cost investors billions of pounds each year, don’t suffer the same fate.
For a free no obligation quote and to find out how much you could be saving, please give us a call, or use our quick contact form and a member of the team will be in touch shortly to discuss your requirements.
