About Retirement Advantage

Feel better equipped

Whether you’re approaching retirement or you’ve been retired for some years, we can help. That’s because we’re committed to helping people make the most of their retirement. What’s more, we’re a company you can rely on.

Strong foundations

We are an established, award-winning company that can trace its roots back to 1852. In 2015 we changed our name to Retirement Advantage – merging our retirement income and equity release divisions.

Retirement specialists

As specialists in retirement, we believe we understand the needs of our customers better. You can benefit from our wealth of experience, industry expertise and outstanding customer and adviser service – and we’re known for building award-winning products.

Download our Corporate brochure 

The Retirement Account

Instead of having to choose between a Guaranteed Annuity, Pension Savings and Pension Drawdown, The Retirement Account allows you to combine one, two or even all three in the same place*. 

You can choose to have the security of a Guaranteed Annuity,  the option of easy access and opportunity for growth of your Pension Drawdown funds** or you can simply set your money aside as Pension Savings until such time as you want to start taking benefits.

Find out more about The Retirement Account

* To have Pension Savings you must also hold a minimum investment in Pension Drawdown

**The value of investments can go down as well as up.

Financial strength

Every year thousands of retirees rely on us for their income. And with almost £1.9billion of funds under our management (as of June 2016), and a heritage dating back over 150 years, you can trust us to keep your money safe and secure.

Read more 

Planning for retirement?

Our Retirement Planning help and guidance section has everything you need to help you plan for your future.



Board committees

Read more about the Retirement Advantage board

Click on the links below to download the terms of reference for each of our Board committees:

Audit & Compliance Committee

Remuneration & Nominations Committee

Risk, Capital & Investment Committee