The Retirement Account

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

  • A unique 3 way drawdown solution in a single tax-advantaged wrapper:
    • Governed fund range specially formulated for clients in drawdown
    • 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 newly 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.
Sales aids
A handy set of sales aids to help you and your clients discuss The Retirement Account
Our funds have been designed to cater for the needs of different investors with different attitudes to risk.
Quotation & Application forms
Our Retirement Account quote & application forms, along with other helpful forms
Quote system and dashboard
To help you generate quotes quickly and easily for your clients, we’ve created a new Quote System and Dashboard.

Retirement Account case studies

Seven client scenarios highlighting the flexibility of our hybrid retirement account.  

Find out more in our case studies webpage

Contact your local Business Development Manager 

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

Alternatively, find out more here

Find out more

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