The Retirement Account

The certainty of an annuity and the flexibility of drawdown in one simple tax-advantaged wrapper

Quote system and dashboard registration

This page is designed for advisers, paraplanners or administrators to register for the quote system and dashboard

Advisers will need their IRN (individual registration number) with the FCA. Paraplanners or administrators will need your FRN (firm registration number) with the FCA.

If you are unsure what these are please visit the FCA register.

If you've already received a passcode for the quote system and dashboard then please click here. If you haven't you’ll need to complete the registration form and we’ll be in touch by email with your login details.

Registration form

Are you a financial adviser or paraplanner?

The Retirement Account is written under pension drawdown legalisation therefore you (or the advisers you are working on behalf of) must be CF30 registered with the FCA and hold relevant qualifications to advise on this product.

Where possible personal company email addresses should be used (i.e. and not group addresses (i.e.

If you have any concerns please contact our Customer Services team on 0800 032 7689.

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