Drawdown with The Retirement Account

The Retirement Account offers a diverse range of funds conveniently graded by risk, so you can build a portfolio to suit most retirees with ease. The range includes active, passive and protected options, including a set of risk-targeted funds which consistently track a chosen Dynamic Planner (DT) rating.

Funds are selected for their ability to meet agreed investment objectives, value for money, investment performance and to help protect retirees from the risks associated with investing while drawing an income in retirement. A strict governance process exists which means advisers can be confident in the quality and ongoing management of the funds.

The Retirement Account allows any combination of pension savings (uncrystallised funds), Pension Drawdown, Guaranteed Annuity and cash, all held in a tax-advantaged drawdown wrapper.

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