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PortfolioInvestor

Our pension fund savings account for financial professionals

Our PortfolioInvestor savings account is designed to meet the needs of financial professionals who manage pension funds. It’s particularly useful for:

  • Main Scheme Managers - whether Money Purchase or Final Salary
  • Self Administered Pension Schemes
  • Fund managers controlling Additional Voluntary Contribution Schemes (AVCs), where a detailed contributor analysis is not required

Legal information

Key features

  • instant access to your savings account, with the flexibility to issue cheques of any amount at any time
  • competitive variable interest rates – check our current rates
  • high levels of personal and technical service – through our dedicated customer service team
  • the option to make a deposit at any Nationwide branch, via post or by electronic transfer

For more information about the account please see the account details page.

PortfolioInvestor is right for you if...

  • you're a financial professional managing pension funds
  • you want a savings account with instant access
  • you don't need or want to run your account online
  • you don't want to invest more than £5million (if you do, please call us on 01604 796354 to discuss your options)

Treasurers of small charities, clubs and societies should consider our Treasurer's Trust account.

Interested? Find out how to apply

How to apply
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Nationwide Building Society is authorised and regulated by the Financial Services Authority under registration number 106078. Credit facilities other than regulated mortgages are not
regulated by the Financial Services Authority. You can confirm our registration on the FSA's website, www.fsa.gov.uk or by contacting the FSA on 0845 606 1234.