Retirement Advantage for advisers
Retirement Advantage has joined the Canada Life Group
Retirement Advantage became part of the Canada Life Group (UK) Limited in January 2018. Canada Life has operated in the United Kingdom since 1903, and today they offer a wide range of services including unit linked bonds, OEICs, wealth management, group insurance and IHT planning, looking after the needs of thousands of individuals and companies. Canada Life is itself part of Great-West Lifeco, with over 30 million customers worldwide and £760 billion in assets under administration.
As part of Canada Life, Retirement Advantage will be financially stronger and operationally more capable. For example, access to Canada Life’s fund range and investment capabilities will allow us to strengthen The Retirement Account, our unique drawdown solution.
We will announce new developments as they happen, but in the meantime all the positive things you associate with Retirement Advantage will be retained, such as our experienced and committed Customer Service and Sales teams, and all aspects of our products and services. Existing literature and application forms remain valid, as do any website logins or reference numbers you may have. Our registered and correspondence addresses, and telephone contact numbers, are also unchanged.
At Retirement Advantage we believe that flexibility is key. So we created The Retirement Account: A unique three-way drawdown solution in a single tax-advantaged wrapper offering:
- a governed fund range especially designed for clients in drawdown
- the Protected Index Portfolio fund, with capital protection at 80%
- optional guaranteed income available via an annuity within the drawdown wrapper
It’s affordable, easy to manage, and it gives your clients access to a range of features which can help protect them from pension drawdown’s pitfalls - Find out more
Get a quote and manage your clients’ accounts online:
Our range of lifetime mortgages can be tailored to meet your client's individual needs. For example, you can choose 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 and submit an online application
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.
You can also use the KFI Generator to submit applications to us online.