Welcome to our adviser website
Here at Retirement Advantage we're committed to helping you and your clients, whether they're approaching retirement or have been retired for some years.
As specialists in retirement, we believe we understand the needs of our customers better. You and your clients can benefit from our wealth of experience, industry expertise and outstanding customer and adviser service. Alongside this, our award-winning retirement income and lifetime mortgage products can give your clients the retirement advantage they're looking for.
Finally, we’d like to stress our commitment to you. We will not sell our products directly to anyone unless they have sought out the services of a professional adviser. This means we can be certain that our clients will feel better equipped for the future.
Retirement Income
The Retirement Account is a new kind of retirement income product specifically designed, after consultation with financial advisers, to take advantage of the new world of pension freedoms. You can find out more about the Retirement Account, and whether a blended solution could meet your clients needs, here.
To make your life simpler we now have the adviser quote system and dashboard - our online system which enables you to get a quote and manage your clients Retirement Account.
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.
To generate a quote for your client, simply visit our online KFI Generator. Here you can create KFIs, download Offer Letters and view your client's Valuation Report.
Important note: The Flexible Income Annuity is now closed to new business - FInd out more