The Retirement Account

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

Retirement Account quotes available now

How to apply - Standard quote & application forms

Quote form 

This is the standard quotation form for The Retirement Account - this form can be used in conjunction with the common quotation form for clients with health or lifestyle issues or on its own for healthy lives

Download

Telephone interview request form 

Alternatively, we offer a telephone interview service which allows our Customer Services Team to collect medical information directly from your client. This form should be completed along with the quote form listed above. Download
Once you have completed the form please email to ifaservice@retirementadvantage.com 

Standard application form

This is the standard application form for The Retirement Account.

Download
Applying to transfer new payments into an existing Retirement Account 

This application form should be used if you are applying to transfer new payments into an existing Retirement Account

Download

Please send the relevant forms by:

Email: new.business@retirementadvantage.com

Post: Retirement Advantage, Customer Services, PO Box 4993, Worthing, BN99 4AE

Online

To help you generate quotes quickly and easily for your clients, we’ve created a new Quote System and Dashboard for The Retirement Account. 

In short, here’s what it can do. 

  • Create, store and easily find quotes and illustrations
  • Track the status of all your complete and incomplete quotes, applications in progress and active accounts online
  • Create multiple quotes to illustrate different scenarios to your clients without re-inputting their data
  • Instantly check drawdown balances of live accounts at any time
  • Recall previous quotes and obtain updated rates
  • Adjust the split between annuity and drawdow
  • Input your client’s medical details yourself of request a telephone medical interview for your client

If you have already accessed your personal Retirement Account dashboard:          

Existing user log in

If you haven't logged onto the system before, then let us know by completing our simple form:

Request a log in

Re-quotes

If you require Retirement Account re-quotes or have a general enquiry please call our Adviser Support Team on: 0800 032 7689 or alternatively email us

Our Sales Team are also available if you require further information about The Retirement Account or want to arrange a visit from your local Business Development Manager, call us on: 0800 912 9945 or complete our simple form

Request a visit from your Business Development Manager