The Retirement Account

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

Who is The Retirement Account for

The Retirement Account combines Pension Savings (uncrystallised), alongside a Pension Drawdown facility and a Guaranteed Annuity held within a tax-advantaged wrapper. The Retirement Account’s flexibility and unique income tax planning features mean that it is suitable for all clients who want to take advantage of the pension freedoms. The Chart below highlights some useful elements of TRA. 


View client scenarios illustrating where these could be used

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