Personal pension funds and smaller company schemes may require individual attention. Newton's management of a wide variety of pension funds has given us a good understanding of how to adjust investment policy to suit the changing requirements of beneficiaries.
We provide a range of services suitable for pension funds, whether these are Self-Invested Personal Pensions (SIPPs), Small Self-Administered Schemes (SSASs) or multiple member corporate schemes, up to £50 million in value. Funds above this figure are looked after by our Institutional Division - for more detail on this, please use the right-hand link to navigate to the Newton institutional investment Website.
We believe investment should be straightforward. Your fund manager will create a portfolio to meet the Scheme's specific requirements using stocks and shares, pooled investment funds or a combination of the two.
Our discretionary services start at £250,000 and we provide both directly invested (individual share) portfolios and our Specialist Pooled Fund Range.
Your fund manager will help you decide the most appropriate structure for your portfolio and identify an appropriate benchmark against which to judge our performance.
Minimum Investment Levels
Pooled Funds £250,000
Direct Portfolio £500,000 (minimum for Scotland and Leeds £250,000)
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