The Portal

We designed the Portal for you and your clients with four principles in mind:

• Simple
• Focused
• Efficient
• Helpful

The following products are available through the Portal:

• Onshore Bond - A tax-efficient way to make lump sum investments over the long term.
• Personal Pension Plan - Helping your clients build and enjoy their retirement wealth using a tax-efficient method.

The Portal General Investment Account (GIA) and Portal Individual Savings Account (ISA) are no longer available and all existing clients with these types of products have been transferred to the CASFS Platform Hubwise GIA and/or Hubwise ISA on 6 July 2025. Existing client queries can be sent to platformsupport@countrywideassuredplc.co.uk

Investment choice:

Your clients have two choices of where to invest when using our Portal:

• Risk-rated model portfolio solutions - Clients can choose from 3 ranges of portfolios depending on their risk rating – actively managed, index-linked and socially responsible model ranges available. Find out more here.

• Other funds - We also offer access a wide range of external funds under out Select Fund option.

Flexible access to investments

At some point your clients will want to realise some or all of their investments and we aim to make it as easy as possible for them. 

Your clients can make withdrawals from their Onshore Bond in the following ways:

• On an ad-hoc basis.
• By choosing a fixed, regular withdrawal.

When it comes to taking money from their Personal Pension plan in retirement, we’ve created a “flexi access” facility, which allows your clients to:

• Keep money invested.
• Make lump sum withdrawals.
• Take a regular income.
• Or any combination of the above

It’s up to you and your clients, and there’s currently no charge for withdrawing funds.