The Retirement Account for SimplyBiz Advisers
Now available to SimplyBiz advisers, The Retirement Account provides a retirement solution that helps clients take full advantage of the new pension freedoms.
There's a Guaranteed Annuity element, a Pension Drawdown element and a cash account. There's one account, one illustration, one application form, one set of charges, one annual report and complete flexibility all in an integrated tax-advantaged wrapper written under drawdown rules.
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 adviser video