Prosperity Personal Pension Plan offers 4 investment portfolios:
Contributions are invested into a ready-made model portfolio of your choice. The portfolios have been designed on a risk-return basis to suit different life stages.
Hover over the options below to find out more:
Liquidity / cash
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Each individual member can select the portfolio most suitable for their personal and financial circumstances, or consult a financial adviser to assist them with this choice.
An automatic lifestyle switching option is also available. This means that you may choose to start off with a higher risk portfolio, and as you get older and are within 5 to 10 years of retirement age, the portfolio can automatically be switched to a lower risk option.
This option gives you peace of mind knowing that we take care of the switch as and when it is needed. However, if you feel you wish to change the time when you make the switch, you can opt out of the automatic switch and take control of it yourself.
Designed by Investment Experts
These model portfolios have been expertly constructed by a professional and suitably qualified independent financial adviser, regulated by the Gibraltar Financial Services Commission and the Financial Conduct Authority in the UK.
The objective of the investments under the model portfolios is to provide capital growth over the long-term, under a choice of risk profile to suit your life stage.
The portfolios are held on an investment platform at Turicum Private Bank, Turicum House, 315 Main Street, Gibraltar.
Turicum is based in Gibraltar and was founded in 1993 by a group of Swiss private bankers, lawyers, asset and fund managers. With a culture of trust and independence, our values are strongly aligned and we are confident that our partnership will provide the best possible service for you.
For more information on Turicum Private Bank, you can access their website through the link below:
Please contact us to obtain up to date and detailed information of the investment composition of each portfolio.