Portfolio Service Introduction

Pensions and Investments are by their nature long term investment schemes and at Vale we consider the ongoing advice that we offer our clients to be just as important as the initial scheme provider.

However, in recent years we have become frustrated that many plans offered by the traditional providers have not developed to enable us to provide the level of service we feel our clients deserve.

Ideally our client's plans should benefit from the following features:

• A wide investment choice
• An ongoing investment strategy should be developed that meets the client's own investment risk profile.
• Regular investment performance updates.
• Incorporates customer focused technology.
• A plan that allows Vale to provide advice effectively, but where the client keeps control.
• Achieving all these benefits in a cost effective arrangement.

It was with these factors in mind that we developed the Vale Portfolio Service. Offered for both Pensions and Investments our Portfolio service offers an additional degree of care to how your money is invested and managed.

Download the Portfolio Service Brochure to find out even more.