Now you can have one integrated account, one application, one annual statement

The Retirement Account addresses the needs and demands of your clients at retirement:

  • A guaranteed income for life - which can be started at any point
  • Access to funds - for ad-hoc spending
  • The potential to grow the value of investments
  • Flexibility to adapt to changing needs over retirement
  • The ability to pass on funds to loved ones in a tax-efficient way
  • Simplicity - a single solution that meets all needs

The Retirement Account will deliver all this and more in one simple product. One account, one illustration, one application form, one set of charges, one annual report and complete flexibility all in an integrated tax-advantaged pensions wrapper written under drawdown rules.

 Find out more about The Retirement Account          



Get a Retirement Account quote

All the documents you will need to get started with getting your clients Retirement Account quotes. 

The Retirement Account sales aids

Our handy sales aids cover a range of information about The Retirement Account. 

Funds

The Retirement Account fund range has been designed to cater for the needs of different investors with different attitudes to risk. With our market-leading range of funds, your clients' investments will always be in good hands. 

Fees and charges

A simple guide to the product and fund charges, including information about adviser fees.

Contact your local Business Development Manager 

Want to talk more about The Retirement Account? Speak to your local Business Development Manager or alternatively, you can call us on 0800 912 9945.