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The Retirement Account combines Pension Savings (uncrystallised), Guaranteed Annuity, Pension Drawdown and a Cash Account, all held within a single tax-advantaged wrapper written under Drawdown rules.
The flexibility and income tax planning features mean that it’s suitable for all clients who want to take advantage of pension freedoms. Even for customers who require guaranteed income, it offers major advantages over traditional annuity products.
Below we have provided additional information about The Retirement Account from the benefits it can provide, to how it has been designed with advisers in mind.
You can either look through each individual page, or alternatively, you can view all pages by clicking the button below, which will start you off on our first page - What is The Retirement Account?
The Retirement Account consumer video