No, Portzo is not financial advice

Portzo is designed as an educational tool. It helps you compare pension fund information, understand fund performance and make sense of risk, but it does not assess your personal circumstances or tell you what you should do.

Financial advice normally considers your full situation. That can include your age, income, retirement goals, tax position, family needs, existing savings, pension type, scheme rules and attitude to risk. Portzo does not replace that personal advice process.

Portzo can show information that may help you prepare for a conversation with an adviser. For example, you might use it to see how two funds differ, what a risk rating means or whether your pension is spread across several asset types.

What Portzo does not do

  • It does not recommend a specific fund.
  • It does not decide your risk level.
  • It does not know your full financial position.
  • It does not guarantee future returns.

The information on Portzo is educational only. If you are unsure about a pension decision, consider speaking with a qualified financial adviser.