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 is so flexible that it suits almost anyone at retirement



I want to invest my money, but how can I be sure my basic living costs are covered no matter how long I live?

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My priority is guaranteed income, but I really want to keep something back for a rainy day, or to leave to my family.

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I’m retiring early, so I need an income I can live on. Once my state pension kicks in I’ll probably get by on less.

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I work part time, so I don’t need much pension income at this point in my life. But I’ll want more when I stop working.

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I’ll accept some risk to grow my investments. But I imagine I’ll want more certainty when I’m older, in case I have to go into care.

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I only need a small guaranteed income for essentials, because my priority is to leave money to my family when I die. But I don’t want them to get a big tax bill.

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Today I need income, but I expect a large inheritance and then I won’t need the income any more, and would prefer to leave money to my family.

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I still do the odd consultancy project. When I get it, the work’s well paid, so sometimes I’d prefer to reinvest my pension income rather than take it.

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