The Retirement Account

Retirement is an exciting new chapter of life. To prepare for this major life change you need to think carefully about how to make the most of your financial assets. 

Pension freedoms mean that you now have more choice and flexibility about what happens to your pension pot than ever before.

That's why we've developed The Retirement Account.

Instead of having to choose between a Guaranteed Annuity, Pension Savings and Pension Drawdown, The Retirement Account allows you to combine one, two or even all three in the same place* - it's your choice 

Offering considerable flexibility and choice - helping you manage your pension investments and benefits over the span of your retirement. It also has the ability to leave money to loved ones. 

* To have Pension Savings you must also hold a minimum investment in Pension Drawdown

The Retirement Account customer brochure

We have produced an informative, easy to read brochure explains the main features of The Retirement Account and how these can benefit you in retirement.

Find out more about The Retirement Account

All you need to know about The Retirement Account in our helpful online journey. 

Retirement Account Funds

Further information regarding the funds available in The Retirement Account  

Discover your options 

Complete our 5 minute questionnaire, regarding your priorities in retirement and receive a free Retirement Options Report. 

Retirement Planning

Our Retirement Planning help and guidance section has everything you need to help plan your finances.

Fees & Charges

Further information regarding the funds available in The Retirement Account