About Retirement Advantage

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 and your clients can benefit from our wealth of experience, industry expertise and outstanding customer and adviser service – and we’re known for building award-winning products. 

Click here to view our Corporate brochure.

Financial strength

Every year thousands of retirees rely on us for their income. And with almost £2.1billion of funds under our management (as of August 2016), and a heritage dating back over 150 years, you can trust us to keep your money safe and secure.

To read more or to download out financial strength document please click here 

The Retirement Account

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

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

 The Retirement Account         

Growth and investment

In April 2015, the company filed its first set of group accounts for the trading year 31 December 2014, under the new company structure. These accounts showed that the group wrote £235m of new business last year, held assets of £2.3bn at the year end, with surplus assets of £116m, and made an overall profit of £33m.

Over the course of the last year we have preserved our capital base, grown our sales and grown our respective market shares in both retirement income and equity release markets. We have also continued to invest in the brand and also developed what we believe is our market leading Retirement Account.

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