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Retirement

Retirement Account

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Retirement Account

Now including Retirement Income (Income Drawdown)

Better than a SIPP for consolidation

And here's why:

  • Retirement Planning (pre retirement) and Retirement Income (post retirement) all under one Retirement Account.
  • Holds both protected and non-protected rights
    Self investment via a unit-linked insurance fund (Privately Managed Fund).
  • Our unique Control Account currently pays Bank of England Bank Base Rate
    Clearing and transactional accounts (similar to a bank account) for all payments made to and from the Retirement Account.
  • Total transparency on all costs
    Manufacturing and administration costs are deducted through an easy to understand Service Charge.
  • Dedicated Retirement Account Servicing Team
    The Retirement Account is managed in-house through our Dedicated Retirement Account Servicing Team. We aim to answer 80% of all calls within 20 seconds and 98% of new cases will be processed within 5 days.

What does it do?