How does it work?
My-Optimum is a one-stop, flexible investment solution that allows for the management of all assets under one policy structure within in a tax-efficient product wrapper.
My-Optimum consists of three unique elements. that work together to meet your estate planning and wealth creation objectives pre and post-retirement.
The Pensioneer Trustee Company (Guernsey) Limited was established in Guernsey in 1994 and over 25 years later, is still independently owned by its resident directors.
THE INVESTMENT PLATFORM
The Investment Platform aims to provide a simple, cost-effective investment solution for investors Providing access to a vast array of funds and direct holdings all in one location, making investing an easy yet secure experience.