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Retirement

Fixed Term Cash Deposit

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Retirement Account

Our Retirement Account is a Self-Invested Personal Pension (SIPP). This 'plan for life' offers a tax efficient way for your client to save for their retirement and then provide them with a flexible, taxable income when they retire, whilst its value remains invested.

The Retirement Account at a glance:

  • Retirement Planning (pre retirement) and Retirement Income (post-retirement) in one policy.
  • Holds both Protected and Non-Protected Rights.
  • Allows the consolidation of your clients' existing pensions into one place.
  • Our unique Control Account which acts as a clearing and transactional account for payments made to and from a Retirement Account.
  • Total transparency on all costs – 'unbundled charges' – split into 3 separate charges: Service Charge, Investment Charge and Adviser Payment Charge.
  • A wide range of investment options including Fund Supermarket, Discretionary Fund Management, Commercial Property, Share Dealing and Fixed Term Cash Deposits.
  • Dedicated in-house Servicing Team for managing our SIPP as well as advanced online capability.

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