Portfolios

Professional management of your TEP portfolio

Maximise your investment return

TEP portfolios are highly versatile and can be used for a range of different investment objectives. In order to get the most out of your portfolio, it needs careful management to ensure that it continues to perform as well as possible.

By choosing professional management you are putting your investment in the hands of an expert who will monitor performance against your objectives and seek to maximise its potential for you.

The PolicyPlus portfolio management service is available to all TEP portfolio holders regardless of where the policies were purchased.

Our expertise working for you

PolicyPlus is the longest established and most experienced TEP Market Maker. As the manager of the Endowment Growth Fund - which pioneered the concept of active management of TEPs, we have unparalleled levels of expertise in TEP valuation and portfolio management.

With our portfolio management service, we put our expertise and market knowledge to work for your benefit, giving you all the information you need to maximise the potential of your investment.

An all inclusive service

TEP portfolio management combines administration with market expertise and experience. Our service incorporates several valuable elements to provide a service that handles all the paperwork and give you the information you need in order to make informed choices about your investment.

Our full portfolio management service includes:

  • Valuations that incorporate bonus updates, surrender values, market value, Formula Maturity Value (FMV) and sensitivity analysis of the FMV, giving you a full picture of the portfolio's value and potential future value;
  • Year on year comparisons, allowing you to compare past expectations with actual performance and see changes in growth rates;
  • Policy administration, to ensure that premiums are paid, bonus notices logged and other correspondence handled;
  • Gearing Management - monitoring gearing levels against surrender values and liaising with your finance provider to handle queries;
  • Portfolio restructuring which means arranging sales and purchases on the TEP market and surrendering policies where appropriate to maximise returns, protect against downside risks or unlock cash from the investment;
  • Market updates from our research team, providing relevant information on the insurance market and individual companies;
  • Access to a professional fund manager to support financial advisers and trustees as they develop investment strategies personalised to each client.

Start benefiting today

Contact Ann Looker on +44 1225 473115 or email Ann Looker for more information and to discuss pricing options.

PolicyPlus is an execution only company and no information provided constitutes advice. If in any doubt consault your ifa. This service is subject to our terms and conditions which are supplied as part of our contract.

The Endowment Growth Fund (EGF) is the first sub-fund of InvestmentPlus plc, which is regulated by the Irish Financial Services Regulatory Authority. Registered in Ireland No. 289965. Registered office 39/40 Upper Mount Street, Dublin 2, Ireland. EGF is distributed by PolicyPlus International plc which is authorised and regulated by the Financial Services Authority and is a member of the Association of Policy Market Makers. Registered in England No. 2392989. Registered office King’s Court, Bath, BA1 1ER, England.