Retirement Account Adviser Videos

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

The Retirement Account is a new kind of retirement income product specifically designed, after consultation with financial advisers, to take advantage of the new world of pension freedoms.

Want to know more about The Retirement Account? Our sales team are here to answer your questions - call them on 0800 912 9945

Alternatively, you can speak to your Business Development Manager 

The Protected Index Portfolio fund - exclusive to The Retirement Account 

The Protected Index Portfolio (PIP) fund aims to limit investment risk by ensuring that the investment can never fall below 80% of the highest unit price the fund has achieved. 

Read more about this unique retirement investment solution exclusive to The Retirement Account by visiting our Protected Index Portfolio webpage

 Visit our Protected Index Portfolio webpage

Aston Goodey - The Retirement Account overview 

Aston Goodey - our Sales Director gives an overview of The Retirement Account. For adviser use only.



Andrew Tully - The need for certainty and flexibility

The background to The Retirement Account, based on research and new pension freedoms. For adviser use only



Andrew Tully - A better guaranteed annuity

An alternative to a standalone annuity, with significant benefits to clients and beneficiaries. For adviser use only.



Andrew Tully - A blend of annuity and drawdown

Benefits of blending annuities and drawdown in The Retirement Account. For adviser use only.



Aston Goodey - Defined benefit transfers

The potential benefits of transferring Final Salary pension schemes into The Retirement Account. For adviser use only.



Aston Goodey - Guaranteed income you can change

The Retirement Advantage can offer flexibile income options in retirement. For adviser use only. 



Aston Goodey talks to Money Marketing

Our Sales Director talks to Money Marketing about the advent of blended retirement solutions.

Retirement Account - Quote system and dashboard

An introduction to the benefits of The Retirement Account quote system and dashboard.  For adviser use only.



Andrew Tully - An overview

Our Pensions Technical Director, explains the basics of The Retirement Account. For adviser use only.



Andrew Tully - Pension drawdown with guarantees 

Help your clients achieve a sustainable income whilst preserving capital. For adviser use only.



Andrew Tully - A home for final salary scheme transfers

The Retirement Account could be the home for final salary scheme transfers. For adviser use only.



Aston Goodey - 80% protection on investments

The Retirement Account can provide 80% protection on your clients' investments. For adviser use only.



Aston Goodey - Save tax on death benefits

How The Retirement Account can help save tax on death benefits. For adviser use only.



The Retirement Account - Consumers

An overview of The Retirement Account provided by Retirement Advantage.