Harbour Rock Capital Limited Restricted Funds Panel
We are authorised and regulated by the Financial Conduct Authority
This list represents the funds employed by Harbour Rock Capital in maintaining advisory and discretionary portfolios as at the date of this document. This will change from time to time. Not all funds are available with all pension providers.
Advice automatically includes consideration of pre-existing products and fund ranges held by clients at outset which will be determined at the point of review.
Restricted Panel as at 1st February 2023
Insured Pensions
LV=
Royal London
Platform Pensions (SIPPs)
Aegon ARC
Novia
Parmenion
Funds
Aegon Overseas Eq Tracker
Aegon Prism Multi-Asset 1*
Aegon Prism Multi-Asset 2*
Aegon Prism Multi-Asset 3*
Aegon Prism Multi-Asset 4*
Aegon Prism Multi-Asset 5*
Aegon Prism Global Fixed Income*
Dimensional Global Short Dated Bond
Dimensional Short-Term Investment Grade Fixed Income
Dimensional Sterling Inflation Linked Intermediate Duration Fixed Income
Scottish Equitable Overseas Corporate Bond Tracker
*Prism Investments Limited (Prism) is a professional investment advisory firm, owned by the Harbour Rock Capital Limited. Prism provides the asset allocation model and oversight for the Prism funds, for which it receives a fee. This is paid from the funds’ annual management charge and is not an additional cost. The fee depends in part on how much money is in these funds.
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Pension Access is a trading name of Harbour Rock Capital Limited which is registered in England & Wales as a Limited Company, No. 10290349. Authorised and regulated by the Financial Conduct Authority, No. 754580. Registered Offices: Affinity House, Beaufort Court, Sir Thomas Longley Road, Rochester, Kent, ME2 4FD. Telephone: 0800 304 7600. Email: pensionaccess@harbourrockcapital.co.uk
Your FREE information pack contains all the information you need to make an informed decision on wheter or not taking tax free cash from your pension is right for you.
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Note: We are unable to advise on the state pension or any pension you are already taking an income from.
PRIVACY POLICY
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What's in your info pack?
Taking pension money early isn’t right for everyone because it could leave you with a lot less to live on in retirement. That’s why it makes sense to talk with a regulated financial adviser first.
There is no obligation at all and if you choose to get a check of your pensions then we also include a pre-paid envelope and a consent form so we can access details of your pensions.
Your FREE information guide contains all the information you need to make an informed decision on whether or not taking tax free cash from your pension is right for you.
We're on hand in case you have any questions, and we aim to make the process of withdrawing cash from your pension as simple as possible.
We are regulated by the Financial Conduct Authority so you can rest assured that any advice we give will be based on your best interests.
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