The Retirement Account

The Retirement Account is a unique drawdown solution designed to provide clients with a combination of flexibility, security of income and capital, and growth:

  • A unique drawdown solution in a single tax-advantaged wrapper:
    • Governed fund range
    • Protected Index Portfolio fund, with capital protection at 80% and built in volatility control
    • Guaranteed income available via an annuity within the drawdown wrapper - either at outset or a later date
  • Start, stop or tax-efficiently reinvest guaranteed and non-guaranteed income at any time
  • An ideal home for defined benefit pension transfers
  • Suitable for retiring clients and existing drawdown clients
  • The option to transfer uncrystallised funds– allowing the phased withdrawal of tax-free cash
  • Flexible initial and ongoing fee structures available.

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