Retirement Advantage for advisers

At Retirement Advantage we're committed to helping you and your clients, whether they're approaching retirement or already retired. You can be sure of our commitment because we offer our products solely through professional advisers.

We are proud of our 150 year heritage, but equally well-known for our innovation and bright ideas, which you will see in our award-winning retirement income and lifetime mortgage products, and our 5 star rated customer and adviser service.

Retirement Income

The Retirement Account is a flexible drawdown solution made for pension freedoms in consultation with financial advisers. It may suit your clients if they need a secure and reliable income in retirement. Options include:

  • a focused range of investment funds suited to balanced and cautious profiles
  • low cost passive funds
  • protected funds which guard against market crashes and volatility
  • the ultimate guaranteed income solution
  • all within a tax-efficient drawdown wrapper

Find out more

Get a quote and manage your clients’ accounts online:

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Equity Release

Our lifetime mortgages can be tailored to meet your client's individual needs.

For example, you can opt to make payments, add a cash reserve facility or take advantage of our Inheritance Guarantee.

You can find out more about our range of products, and how they can be the right solution for your client, here.

Generate a quote

To generate a quote for your client, simply visit our online Key Facts Illustration (KFI) Generator. Here you can create KFIs, download Offer Letters and view your client's Valuation Report.

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Important note: The Flexible Income Annuity is now closed to new business - FInd out more